2024-05-10T16:15:05-05:00 2023-06-30 814234542 BPM LLP 4200 BOHANNON DRIVE SUITE 250 MENLO PARK CA 940251021 990PF 2022-07-01 943106119 FLOYD FAMILY FOUNDATION FLOY 6503230150 620 SAND HILL ROAD 127D PALO ALTO CA 94304 WILLIAM S FLOYD PRESIDENT 6503230150 2024-05-09 1 WILLIAM FLOYD 999009999 0 TAMARA L MCINERNEY P00011797 6508556800 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 21692173 X 0 X 393932 393932 666642 812613 666642 1060574 1060574 0 0 0 0 0 4708 2354 0 2354 88539 88539 0 0 553 0 0 0 200 0 0 200 94000 90893 0 2554 1147100 1147100 1241100 90893 0 1149654 -180526 969681 0 589356 545017 545017 5654316 5518129 21147156 6243672 6063146 21692173 0 0 X 0 0 0 0 6243672 6063146 6243672 6063146 6243672 6063146 6243672 -180526 0 6063146 0 6063146 PUBLICLY TRADED SECURITIES P 2022-07-01 2023-06-30 812613 145971 666642 666642 666642 13479 0 13479 0 13479 13040 0 9800 0 22840 0 9361 9361 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A WILLIAM S FLOYD JR 6503230150 620 SAND HILL ROAD 127D PALO ALTO CA 94304 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM S FLOYD JR 620 SAND HILL ROAD 127D PALO ALTO CA 94304 PRESIDENT 1.00 0 0 0 JEANNE FLOYD DOWNS 195 CONCORD ROAD WAYLAND MA 01778 VP/SEC/TRS 1.00 0 0 0 NONE 0 NONE 0 0 20327462 558233 0 20885695 0 0 20885695 313285 20572410 1028621 1028621 13479 13479 1015142 0 1015142 0 1015142 1149654 0 1149654 1015142 1074586 0 0 1149654 1074586 0 0 75068 0 0 0 0 0 0 0 0 940074 0 0 0 WILLIAM S FLOYD JR X ABILITY PATH 350 TWIN DOLPHIN DRIVE SUITE 123 REDWOOD CITY CA 94065 NOT RELATED 509(A)(1) ANNUAL FUND 250 ALIVE & FREE 1060 TENNESSEE STREET SAN FRANCISCO CA 941073016 NOT RELATED 509(A)(1) ANNUAL FUND 250 ALLIANCE FOR FLORIDA'S NATIONAL PARKS 1390 SOUTH DIXIE HIGHWAY SUITE 2217 CORAL GABLES FL 33146 NOT RELATED 509(A)(1) ANNUAL FUND 20000 ALS ASSOCIATION 1300 WILSON BLVD SUITE 600 ARLINGTON VA 22209 NOT RELATED 509(A)(1) ANNUAL FUND 250 ALZHEIMER'S DISEASE RESEARCH PO BOX 1950 CLARKSBURG MD 208711950 NOT RELATED 509(A)(1) ANNUAL FUND 250 AMERICAN HEART ASSOCIATION 1710 GILBRETH ROAD SUITE 301 BURLINGAME CA 940101317 NOT RELATED 509(A)(1) ANNUAL FUND 250 AMERICAN KIDNEY FUND PO BOX 70341 PHILADELPHIA PA 191769932 NOT RELATED 509(A)(1) ANNUAL FUND 250 AMERICAN PARKINSON DISEASE ASSOCIATION 135 PARKINSON AVENUE STATEN ISLAND NY 103051425 NOT RELATED 509(A)(1) ANNUAL FUND 250 AMERICAN RED CROSS 2731 NORTH FIRST STREET SAN JOSE CA 95134 NOT RELATED 509(A)(1) ANNUAL FUND 250 ARIZONA CANCER FOUNDATION FOR CHILDREN 10115 E BELL ROAD 107-278 SCOTTSDALE AZ 85260 NOT RELATED 509(A)(1) ANNUAL FUND 7750 ARTHRITIS FOUNDATION 657 MISSION STREET SUITE 603 SAN FRANCISCO CA 941054120 NOT RELATED 509(A)(1) ANNUAL FUND 250 AUTISM SPEAKS 1 EAST 33RD STREET 4TH FLOOR NEW YORK NY 10016 NOT RELATED 509(A)(1) ANNUAL FUND 250 AVENIDAS 450 BRYANT STREET PALO ALTO CA 943011701 NOT RELATED 509(A)(1) ANNUAL FUND 5000 BIG BROTHES BIG SISTERS OF MIAMI 5500 NW 42ND AVENUE MIAMI FL 33126 NOT RELATED 509(A)(1) ANNUAL FUND 500 BOYS & GIRLS CLUBS OF AMERICA 1275 PEACHTREE STREET NE SUITE 100 ATLANTA GA 303093506 NOT RELATED 509(A)(1) ANNUAL FUND 250 BOYS TOWN 200 FLANAGAN BLVD PO BOX 6000 BOYS TOWN NE 680109988 NOT RELATED 509(A)(1) ANUAL FUND 250 BRING ME A BOOK FOUNDATION 330 TWIN DOLPHIN DRIVE SUITE 101 REDWOOD CITY CA 94065 NOT RELATED 501(C)(3) ANNUAL FUND 250 CALIFORNIA HISTORICAL SOCIETY 678 MISSION STREET SAN FRANCISCO CA 941054014 NOT RELATED 509(A)(1) ANNUAL FUND 500 CANCER KICKERS SOCCER CLUB 2095 EXETER ROAD SUITE 80-273 GERMANTOWN TN 38138 NOT RELATED 509(A)(1) ANNUAL FUND 4800 CARE 151 ELLIS STREET NE ATLANTA GA 30303 NOT RELATED 501(C)(3) ANNUAL FUND 250 CASTILLEJA SCHOOL FOUNDATION 1310 BRYANT STREET PALO ALTO CA 94301 NOT RELATED SCHOOL ANNUAL FUND 16000 DISABLED AMERICAN VETERANS PO BOX 2005 MILFORD NH 030552005 NOT RELATED 509(A)(1) ANNUAL FUND 250 ECUNEMICAL HUNGER PROGRAM 2411 PULGAS AVENUE EAST PALO ALTO CA 94303 NOT RELATED 509(A)(1) ANNUAL FUND 250 EDUCATION COOPERATIVE 141 MANSION DRIVE SUITE 200 EAST WALPOLE MA 02032 NOT RELATED SCHOOL ANNUAL FUND 2500 FOUNDATION FOR METROWEST INC 3 ELIOT STREET NATICK MA 01760 NOT RELATED 509(A)(1) ANNUAL FUND 2500 GLAUCOMA FOUNDATION 80 MAIDEN LANE SUITE 700 NEW YORK NY 102730672 NOT RELATED 509(A)(1) ANNUAL FUND 250 GUIDE DOGS FOR THE BLINDS INC PO BOX 3950 SAN RAFAEL CA 949123950 NOT RELATED 509(A)(1) ANNUAL FUND 250 GLIDE 330 ELLIS STREET SAN FRANCISCO CA 94102 NOT RELATED CHURCH ANNUAL FUND 250 HABITAT FOR HUMANITY 322 W LAMAR ST AMERICUS GA 317099906 NOT RELATED 509(A)(1) ANNUAL FUND 250 HARVARD BUSINESS SCHOOL SOLDIERS FIELD BOSTON MA 021639922 NOT RELATED SCHOOL ANNUAL FUND 5000 HARVARD UNIVERSITY DEPARTMENT OF ATHLETICS 65 NORTH HARVARD STREET BOSTON MA 021631012 NOT RELATED SCHOOL ANNUAL FUND 5250 HERITAGE FOUNDATION 214 MASSACHUSETTS AVENUE NE PO BOX 97057 WASHINGTON DC 200777315 NOT RELATED 501(C)(3) ANNUAL FUND 500 HOOVER INSTITUTION STANFORD UNIVERSITY STANFORD CA 943056010 NOT RELATED SCHOOL ANNUAL FUND 10000 HUMANE SOCIETY SILICON VALLEY 901 AMES AVENUE MILPITAS CA 95035 NOT RELATED 501(C)(3) ANNUAL FUND 250 JUDICIAL WATCH INC 425 THIRD ST SW 800 WASHINGTON DC 20024 NOT RELATED 501(C)(3) ANNUAL FUND 1000 JUNIOR LEAUGUE OF PALO ALTO 555 RAVENSWOOD AVENUE MENLO PARK CA 940253422 NOT RELATED 509(A)(2) ENDOWMENT 250 LEADERSHIP INSTITUTE 1101 N HIGHLAND STREET ARLINGTON VA 22201 NOT RELATED 509(A)(1) ANNUAL FUND 2500 LEAGUE TO SAVE LAKE TAHOE 2608 LAKE TAHOE BOULEVARD SOUTH LAKE TAHOE CA 961509903 NOT RELATED 509(A)(2) ANNUAL FUND 250 LEUKEMIA & LYMPHOMA SOCIETY PO BOX 98016 WASHINGTON DC 200908016 NOT RELATED 509(A)(1) ANNUAL FUND 250 LUCILE PACKARD FOUNDATION 400 HAMILTON AVENUE SUITE 340 PALO ALTO CA 943011805 NOT RELATED 509(A)(1) ANNUAL FUND 250 MACULAR DEGENERATION RESEARCH 22512 GATEWAY CENTER DRIVE PO BOX 1952 CLARKSBURG MD 208711952 NOT RELATED 509(A)(1) ANNUAL FUND 250 MAKE-A-WISH PO BOX 97104 WASHINGTON DC 200907104 NOT RELATED 509(A)(1) ANNUAL FUND 250 MEMORIAL SLOAN KETTERING CANCER CENTER PO BOX 5028 HAGERSTOWN MD 217415028 NOT RELATED 509(A)(1) ANNUAL FUND 250 MERCY CORPS 45 SW ANKENY STREET PORTLAND OR 97204 NOT RELATED 501(C)(3) ANNUAL FUND 250 MERCY SHIPS PO BOX 1930 GARDEN VALLEY TX 757719968 NOT RELATED 501(C)(3) ANNUAL FUND 250 MERCY WORLDWIDE INC PO BOX 88549 LOS ANGELES CA 90009 NOT RELATED 509(A)(1) ANNUAL FUND 500 NATIONAL MULTIPLE SCLEROSIS SOCIETY PO BOX 4594 NEW YORK NY 101634594 NOT RELATED 509(A)(1) ANNUAL FUND 250 NATIONAL WOMEN'S HEALTH NETWORK 1413 K STREET NW 400 WASHINGTON DC 20005 NOT RELATED 509(A)(1) ANNUAL FUND 500 NATIONAL WORLD WAR II MUSEUM 945 MAGAZINE STREET NEW ORLEANS LA 70130 NOT RELATED 501(C)(3) ANNUAL FUND 1000 OKIZU FOUNDATION 83 HAMILTON DRIVE SUITE 200 NOVATO CA 94949 NOT RELATED 509(A)(1) ANNUAL FUND 3500 OPERATION SMILE 3641 FACULTY BLVD VIRGINIA BEACH VA 23453 NOT RELATED 509(A)(1) ANNUAL FUND 1000 PACIFIC LEGAL FOUNDATION 555 CAPITOL MALL SUITE 1290 SACRAMENTO CA 95814 NOT RELATED 509(A)(1) ANNUAL FUND 15000 PALO ALTO MEDICAL FOUNDATION 795 EL CAMINO REAL PALO ALTO CA 943019735 NOT RELATED HOSPITAL ANNUAL FUND 250 PATHWAYS HOSPICE FOUNDATION 585 NORTH MAY AVENUE SUNNYVALE CA 940852905 NOT RELATED 509(A)(1) ANNUAL FUND 1000 PENINSULA BRIDGE 177 BOVET ROAD SUITE 120 SAN MATEO CA 94402 NOT RELATED 509(A)(2) ANNUAL FUND 2500 PENINSULA OPEN SPACE TRUST 222 HIGH STREET PALO ALTO CA 943011040 NOT RELATED 509(A)(1) ANNUAL FUND 1000 PENINSULA VOLUNTEERS INC 800 MIDDLE AVENUE MENLO PARK CA 940255121 NOT RELATED 509(A)(2) ANNUAL FUND 1000 PET ALLIANCE OF GREATER ORLANDO 333 S GRLAND AVENUE 13TH FLOOR ORLANDO FL 32801 NOT RELATED 509(A)(1) ANNUAL FUND 500 PHOENIX CHILDREN'S HOSPITAL FOUNDATION 2929 EAST CAMELBACK ROAD SUITE 122 PHOENIX AZ 85016 NOT RELATED HOSPITAL ANNUAL FUND 6000 PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 NOT RELATED 509(A)(1) ANNUAL FUND 1000 PROLITERACY 308 MALTBIE ST SUITE 100 SYRACUSE NY 13204 NOT RELATED 509(A)(1) ANNUAL FUND 75000 REAGAN RANCH PO BOX 2699 SANTA BARBARA CA 931202699 NOT RELATED 509(A)(1) ANNUAL FUND 250 REBUILDING TOGETHER PENINSULA 841 KAYNYNE STREET REDWOOD CITY CA 94063 NOT RELATED 509(A)(1) ANNUAL FUND 250 ST ANTHONY'S PADUA DINING ROOM 3500 MIDDLEFIELD ROAD MENLO PARK CA 940253025 NOT RELATED CHURCH ANNUAL FUND 1000 SHINING STARS FOUNDATION PO BOX 1308 ASPEN CO 81612 NOT RELATED 501(C)(3) ANNUAL FUND 6600 SHRINERS HOSPITALS FOR CHILDREN PO BOX 1510 RANSON WV 254384510 NOT RELATED 509(A)(1) ANNUAL FUND 250 SILICON VALLEY COMMUNITY FOUNDATION 2440 WEST EL CAMINO REAL SUITE 300 MOUNTAIN VIEW CA 940401498 NOT RELATED 501(C)(3) ANNUAL FUND 2000 SOS CHILDRENS VILLAGES USA 1620 I STREET NW SUITE 220 WASHINGTON DC 20006 NOT RELATED 501(C)(3) ANNUAL FUND 250 SPECIAL OLYMPICS NORTHERN CALIFORNIA 3480 BUSKIRK AVENUE 340 PLEASANT HILL CA 94523 NOT RELATED 509(A)(1) ANNUAL FUND 250 STANFORD UNIVERSITY 326 GALVEZ STREET STANFORD CA 943056105 NOT RELATED SCHOOL ANNUAL FUND, STANFORD FUND, BUCK/ CARDINAL CLUB 9000 UNITED SERVICE ORGANIZATIONS PO BOX 96860 WASHINGTON DC 200777677 NOT RELATED 509(A)(1) ANNUAL FUND 250 UNIVERSITY OF CALIFORNIA BERKELEY BERKELEY BERKELEY CA 94720 NOT RELATED SCHOOL ANNUAL FUND, ENDOWMENT, CAPITAL CAMPAIGN 652000 UNIVERSITY OF PACIFIC 3601 PACIFIC AVENE STOCKTON CA 95211 NOT RELATED SCHOOL ENDOWMENT 1200 VALLEY PRESBYTERIAN CHURCH 945 PORTOLA ROAD PORTOLA VALLEY CA 94025 NOT RELATED CHURCH ANNUAL FUND 10000 WAYLAND COMMUNITY POOL INC 195 CONCORD ROAD WAYLAND MA 01778 NOT RELATED 509(A)(2) ANNUAL FUND 10000 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD WAYLAND MA 01778 NOT RELATED 501(C)(3) ANNUAL FUND 250 YOSEMITE CONSERVANCY 101 MONTGOMERY STREET 2450 SAN FRANCISCO CA 941044162 NOT RELATED 509(A)(1) ANNUAL FUND, CAPITAL CAMPAIGN 250000 YOUNG AMERICA'S FOUNDATION 11480 COMMERCE PARK DRIVE 6TH FLOOR RESTON VA 20191 NOT RELATED 509(A)(2) ANNUAL FUND 1250 ZETA PSI EDUCATIONAL FOUNDATION 15 SOUTH HENRY STREET PEARL RIVER NY 109652603 NOT RELATED 509(A)(1) ANNUAL FUND 1000 1147100 0 14 393932 18 666642 0 1060574 0 1060574 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 4708 2354 0 2354 U.S. BANK - CUSTODIAN 5518129 21147156 DEPARTMENT OF JUSTICE 200 0 0 200 INVESTMENT ADVISOR FEES 88539 88539 0 0 IRS 553 0 0 0