2024-05-13T18:46:54-05:00 2023-12-31 814234542 BPM LLP 4200 BOHANNON DRIVE SUITE 250 MENLO PARK CA 940251021 990PF 2023-01-01 810766506 JNR FAMILY FOUNDATION JNRF 7078908316 PO BOX 2340 WINDSOR CA 95492 JUDITH L JORDAN PRESIDENT 7078908316 2024-05-08 1 JUDITH JORDAN 999009999 1 ELENA P SEREBRIAKOVA P01382840 6508556800 2024-05-08 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4224951 X 501947 104 104 91283 91283 21798 171337 21798 615132 113185 0 0 0 1861 0 1861 1745 0 1745 18840 9420 9420 13666 13666 0 8071 2855 452 201 0 612 0 612 3871 0 3871 48867 25941 17961 281500 281500 330367 25941 299461 284765 87244 12182 -55000 -55000 775858 505974 505974 327910 327910 636473 1574647 1888508 3136898 3500 2947 754 553 553 49 53 53 2691400 2667998 4224951 829 829 0 X 0 0 0 0 2690571 2667998 2690571 2667998 2691400 2667998 2690571 284765 0 2975336 307338 2667998 CAPITAL GAIN DISTRIBUTIONS P 2022-12-31 2023-12-31 11736 11736 11736 PUBLICLY TRADED SECURITIES 2023-01-12 2023-12-31 130196 132290 -2094 -2094 PUBLICLY TRADED SECURITIES 2020-05-28 2023-12-31 29405 17249 12156 12156 21798 1213 0 1213 0 1213 3750 0 0 0 3750 0 2537 2537 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 JNRFAMILYFOUNDATION.ORG MATTHEW HUIZINGH 7078908316 PO BOX 2340 WINDSOR CA 95492 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JUDITH L JORDAN PO BOX 2340 WINDSOR CA 95492 PRESIDENT 15.00 0 0 0 KATHYRN LINDSTROM PO BOX 2340 WINDSOR CA 95492 CFO 15.00 0 0 0 ANN JOST DEKAY PO BOX 2340 WINDSOR CA 95492 VICE TREASURER 14.00 0 0 0 NICOLE JORDAN WEBBER PO BOX 2340 WINDSOR CA 95492 SECRETARY 7.00 0 0 0 ROBERT WEBBER PO BOX 2340 WINDSOR CA 95492 MEMBER 7.00 0 0 0 NONE 0 NONE 0 0 3040092 590914 0 3631006 0 0 3631006 54465 3576541 178827 178827 1213 1213 177614 0 177614 0 177614 299461 0 299461 177614 0 0 55121 136078 68329 19336 81603 360467 299461 0 0 0 177614 121847 0 0 482314 0 0 0 0 0 0 55121 427193 136078 68329 19336 81603 121847 X FARM BUREAU FOUNDATION OF SONOMA COUNTY 3589 WESTWIND BOULEVARD SANTA ROSA CA 95403 NONE PC SARALEE SCHOLARSHIPS 45000 NAPA COUNTY HISPANIC NETWORK PO BOX 6227 NAPA CA 94581 NONE PC SARALEE SCHOLARSHIPS 15000 ROSELAND CHARTER 1961 BURBANK DRIVE SANTA ROSA CA 95407 NONE PC SARALEE SCHOLARSHIPS 6000 AAUW PO BOX 1064 HEALDSBURG CA 95448 NONE PC SARALEE SCHOLARSHIPS 24000 METAVIVOR 1783 FOREST DRIVE 184 ANNAPOLIS MD 21401 NONE PC HEALTH AWARENESS - BREAST CANCER 10000 METAVIVOR 1783 FOREST DRIVE 184 ANNAPOLIS MD 21401 NONE PC HEALTH AWARENESS - BREAST CANCER 10000 DAUNTEN FAMILY CENTER FOR BIPOLAR TREATMENT INNOVATION 50 STANIFORD STREET SUITE 580 BOSTON MA 02114 NONE PC MENTAL HEALTH RESEARCH - FISCAL SPONSOR IS MASS GENERAL 5000 DAUNTEN FAMILY CENTER FOR BIPOLAR TREATMENT INNOVATION 50 STANIFORD STREET SUITE 580 BOSTON MA 02114 NONE PC MENTAL HEALTH RESEARCH - FISCAL SPONSOR IS MASS GENERAL 5000 DEPRESSION & BIPOLAR SUPPORT ALLIANCE 55 E JACKSON BLVD SUITE 490 CHICAGO IL 60604 NONE PC PROVIDES ACCESS TO SUPPORT GROUPS 5000 DEPRESSION & BIPOLAR SUPPORT ALLIANCE 55 E JACKSON BLVD SUITE 490 CHICAGO IL 60604 NONE PC PROVIDES ACCESS TO SUPPORT GROUPS 5000 SONOMA COUNTY DAY SCHOOL 4400 DAY SCHOOL PLACE SANTA ROSA CA 95403 NONE PC SEMINAR ACCESS DONATED TO SONOMA VALLEY MENTORING ALLIANCE 1500 MAUI STRONG HAWAII FUND 827 FORT STREET MALL HONOLULU HI 96813 NONE PC DISASTER RELIEF 35000 THE LIVING ROOM 1207 CLEVELAND AVE SANTA ROSA CA 95401 NONE PC SERVING WOMEN AND CHILDREN AT RISK OF BECOMING HOMELESS 5000 TAMPA RIVER WALK 201 N FRANKLIN ST SUITE 2900 TAMPA FL 33602 NONE PC TO HELP DEVELOP TAMPA'S WATERFRONT 5000 REACH FOR HOME 443 HUDSON STREET HEALDSBURG CA 95448 NONE PC TRANSITIONAL HOUSING FOR SONOMA COUNTY 5000 SONOMA COUNTY HUMANE SOCIETY 5345 HIGHWAY 12 WEST SANTA ROSA CA 95407 NONE PC ANIMAL SERVICES 20000 REDWOOD EMPIRE FOOD BANK 3990 BRICKWAY BOULEVARD SANTA ROSA CA 95403 NONE PC FOOD SERVICES FOR SONOMA COUNTY 20000 SONOMA COUNTY COMMUNITY FOUNDATION 120 STONY POINT RD SUITE 220 SANTA ROSA CA 95401 NONE PC NONPROFIT RESEARCH ON EDUCATION AND CONNECTIONS 20000 SOCIAL ADVOCATES FOR YOUTH 2447 SUMMERFIELD ROAD SANTA ROSA CA 95405 NONE PC SERVICES FOR THE HOMELESS 20000 YWCA PO BOX 3506 SANTA ROSA CA 95402 NONE PC SERVICES TO EMPOWER WOMEN AND ELIMIATE RACISM 10000 CTE FOUNDATION 1030 APOLLO WAY SUITE 200 SANTA ROSA CA 95407 NONE PC EDUCATION TO CAREER SERVICES 10000 281500 0 14 104 14 91283 18 21798 0 113185 0 113185 0 0 0 0 0 0 0 0 0 0 X X 1 JUDITH JORDAN PO BOX 2340 WINDSOR CA 95492 501947 X 1 PUBLICLY TRADED SECURITIES 501947 2023-12-28 ACCOUNTING FEES 18840 9420 9420 OFFICE FURNITURE & EQUIPMENT 2019-05-16 1877 1291 200DB 7.000000000000 167 0 COMPUTER EQUIPMENT 2018-07-04 1623 1455 200DB 5.000000000000 34 0 FORM 990-PF, PART VI-B, LINE 1A(4): THE EXECUTIVE DIRECTOR WAS NO LONGER AN EMPLOYEE AS OF JANUARY 1, 2023. SHE RECEIVED A FINAL RETIREMENT CONTRIBUTION FROM THE FOUNDATON IN 2023. ALPHABET INC CL C 10858 28186 AMAZON.COM INC 8452 15194 APPLE INC 23046 115518 JPMORGAN CHASE & CO 10263 17010 MICROSOFT CORP 263946 447864 FORTINET INC 11345 12701 ISHARES CORE S&P MIDCAP ETF AT COST 266127 450369 ISHRAES RUSSELL 1000 GROWTH ETF AT COST 325108 886772 ISHARES CORE MSCI EAFE ETF AT COST 251041 309540 ISHARES CORE MSCI EMERGING MARKETS ETF AT COST 250281 263775 ISHARES MSCI UNTD KINGDOM ETF AT COST 74588 76015 VANGUARD DIVID APPRECIATION AT COST 339739 536760 FULLER & THALER BEHAV SM CAP EQ FUND CLASS INST AT COST 105667 204117 FUND CLASS I AT COST 137259 248904 INDUSTRIAL SELECT SECTOR SPDR FUND ETF AT COST 72962 84923 ISHARES MSCI BRAZIL ETF AT COST 65736 75723 OFFICE FURNITURE & EQUIPMENT 1877 1458 419 COMPUTER EQUIPMENT 1623 1489 134 LEGAL FEES 1745 0 1745 OTHER RECEIVABLES 49 53 53 DONATED STOCK - UNREALIZED GAIN 307338 WORKERS' COMPENSATION 538 0 538 PAYROLL FEES 760 0 760 OFFICE EXPENSES 623 0 623 INSURANCE 1850 0 1850 FILING FEES 100 0 100 OTHER PROFESSIONAL FEES 13666 13666 0 FOREIGN TAX PAID 2855 2855 0 PAYROLL TAX 452 0 452 EXCISE TAX 4764 0 0