2024-05-06T16:41:20-05:00 2023-12-31 921363409 UNDERHILL MCLAUGHLIN HANSON LINDBLOM PC 701 5TH AVENUE SUITE 4150 SEATTLE WA 98104 990PF 2023-01-01 912001806 THE CHARLES AND ROBERTA KATZ FAMILY FOUNDATION CHAR 6503239893 PO BOX 411 PALO ALTO CA 943020411 ROBERTA R KATZ OFFICER 6503239893 2024-05-06 1 ROBERTA KATZ 999009999 0 RAINELLE MCLAUGHLIN P00477237 2063573033 2024-05-06 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 5698879 X X 48575 48575 63943 63040 183876 1048035 183876 296394 295491 0 0 0 303 0 0 3433 0 0 19558 19558 0 7146 1116 0 201 0 0 30641 20674 0 278000 278000 308641 20674 278000 -12247 274817 201600 87994 87994 1974163 2031374 1947971 2608970 2689751 3662914 55061 1490 0 4839794 4810609 5698879 0 0 X 0 0 0 0 4839794 4810609 4839794 4810609 4839794 4810609 4839794 -12247 0 4827547 16938 4810609 CHARLES SCHWAB #9944 P 142376 135575 6801 6801 CHARLES SCHWAB #9944 P 890664 723654 167010 167010 CHARLES SCHWAB #0388 P 4014 4930 -916 -916 CAPITAL GAINS DIVIDENDS P 10981 10981 10981 183876 3820 0 3820 0 3820 3000 0 0 0 3000 X 27 847 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 N/A CHARLES J KATZ JR 6503239893 1178 HAMILTON PALO ALTO CA 94301 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES J KATZ JR 1178 HAMILTON AVE PALO ALTO CA 94301 PRESIDENT 0.00 0 0 0 ROBERTA B KATZ 1178 HAMILTON AVE PALO ALTO CA 94301 FIRST VICE PRESIDENT 0.00 0 0 0 SARAH B KATZ 1178 HAMILTON AVE PALO ALTO CA 94301 VICE PRESIDENT 0.00 0 0 0 SYDNEY M KATZ 1178 HAMILTON AVE PALO ALTO CA 94301 VICE PRESIDENT 0.00 0 0 0 ROBERTA B KATZ 1178 HAMILTON AVE PALO ALTO CA 94301 SECRETARY/TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 5358158 125656 0 5483814 0 0 5483814 82257 5401557 270078 270078 3820 3820 266258 0 266258 0 266258 278000 0 278000 266258 0 0 104672 96089 34871 24230 259862 278000 0 0 0 266258 11742 0 0 271604 0 0 0 0 0 0 104672 166932 96089 34871 24230 11742 CHARLES J KATZ JR ROBERTA B KATZ X DESCHUTES RIVER ALLIANCE 5331 SW MACADAM AVE 330 PORTLAND OR 97239 NONE 501 (C) 3 GENERAL FUNDING 1000 EARTH JUSTICE 50 CALIFORNIA ST 500 SAN FRANCISCO CA 94111 NONE 501 (C) 3 GENERAL FUNDING 85000 EAST PALO ALTO ACADEMY FOUNDATION PO BOX 50803 PALO ALTO CA 94303 NONE 501 (C) 3 GENERAL FUNDING 5000 EXPLORATORIUM PIER 15 SAN FRANCISCO CA 94111 NONE 501 (C) 3 GENERAL FUNDING 75000 LIFEMOVES 181 CONSTITUTION DRIVE MENLO PARK CA 94025 NONE 501 (C) 3 GENERAL FUNDING 20000 NATIONAL PARK CONSERVATION ASSOCIATION (NPCA) 777 6TH STREET NW SUITE 700 WASHINGTON DC 20001 NONE 501 (C) 3 GENERAL FUNDING 30000 ORGANIZATION FOR TROPICAL STUDIES 408 SWIFT AVE DURHAM NC 27705 501 (C) 3 GENERAL FUNDING 5000 SECOND HARVEST 35 EAST WACKER DRIVE SUITE 2000 CHICAGO IL 60601 NONE 501 (C) 3 GENERAL FUNDING 15000 STANFORD UNIVERSITY 450 SERRA MALL STANFORD CA 94305 NONE 501 (C) 3 GENERAL FUNDING 12000 TIDELINES INSTITUTE 72 GOOD RIVER RD GUSTAVUS AK 99826 501 (C) 3 GENERAL FUNDING 25000 WORLD WILDLIFE FUND 1250 TWENTY-FOURTH STREET NW PO BOX 97180 WASHINGTON DC 20090 NONE 501 (C) 3 GENERAL FUNDING 5000 278000 0 14 48575 14 63943 18 183876 0 296394 0 296394 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3433 0 0 SECURITIES 2689751 3662914 2031374 1947971 0 0 LEGAL FEES 303 0 0 OTHER ASSETS 55061 INVESTMENT INCOME RECEIVABLE 0 1490 BOOK TAX DIFFERENCE 16938 OTHER EXPENSE 176 0 0 WASHINGTON TRUST RENEWAL FEE 25 0 0 INVESTMENT MANAGEMENT FEES 19558 19558 0 FOREIGN TAX PAID 1116 1116 0 EXCISE TAX 6030 0 0