2025-06-09T23:45:20-05:00 2024-12-31 331197384 ANDERSEN TAX LLC 333 BUSH STREET SUITE 1700 SAN FRANCISCO CA 94104 990PF 2024-01-01 943211277 THE SWANSON FOUNDATION SWAN 6503731900 330 PRIMROSE ROAD 404 BURLINGAME CA 94010 JUDY C SWANSON CEO/PRESIDENT 6503731900 2025-06-09 1 0 GERALD A BYRNES P02196725 4157642700 2024 2025-03-06 01:10:19Z X 24645614 X 1269858 835483 835483 -120787 5488667 0 1379 1379 1985933 836862 0 0 0 1047 1047 0 26351 14326 0 17430 17430 0 44828 32803 0 1572000 1572000 1616828 32803 1572000 369105 804059 204164 237956 239260 19413581 19263198 22786579 1555754 1621597 1619775 21173499 21122751 24645614 0 0 X 0 0 0 0 21173499 21122751 21173499 21122751 21173499 21122751 21173499 369105 2 21542606 419855 21122751 PUBLICLY TRADED SECURITIES 1169500 1129169 40331 40331 PUBLICLY TRADED SECURITIES 4319086 4480285 -161199 -161199 MUTUAL FUNDS - CAPITAL GAINS DISTRIBUTIONS P 2023-01-01 2024-12-31 81 81 81 -120787 11176 0 11176 0 11176 13788 0 13000 0 26788 X 0 15612 15612 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 NONE KE MANAGEMENT LTD 6503731900 330 PRIMROSE ROAD SUITE 404 BURLINGAME CA 94010 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JUDY C SWANSON 330 PRIMROSE ROAD SUITE 404 BURLINGAME CA 94010 CEO/PRESIDENT 2.00 0 0 0 TRACY GEDENBERG 330 PRIMROSE ROAD SUITE 404 BURLINGAME CA 94010 SECRETARY 0.50 0 0 0 ALEXANDRIA BREITMAN 330 PRIMROSE ROAD SUITE 404 BURLINGAME CA 94010 CFO/TREASURER 0.50 0 0 0 CHRISTINE SHERRY 330 PRIMROSE ROAD SUITE 404 BURLINGAME CA 94010 VICE PRESIDENT 0.50 0 0 0 ERICA SWANSON GORSKI 330 PRIMROSE ROAD SUITE 404 BURLINGAME CA 94010 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 NONE 0 0 0 23476452 326772 99426 23902650 0 0 23902650 358540 23544110 1177206 1177206 11176 11176 1166030 0 1166030 0 1166030 1572000 0 1572000 1166030 0 0 167196 437767 604963 1572000 0 0 0 1166030 405970 0 0 1010933 0 0 0 0 0 0 0 1010933 167196 437767 405970 X DAMON RUNYON CANCER RESEARCH FOUNDATION ONE EXCHANGE PLAZA 55 BROADWAY SUITE 302 NEW YORK NY 10006 N/A HEALTH CARE 72000 KQED 2601 MARIPOSA STREET SAN FRANCISCO CA 94110 N/A PUBLIC SERVICE 300000 MILLS PENINSULA HOSPITAL FOUNDATION 1501 TROUSDALE DRIVE BURLINGAME CA 94010 N/A HEALTH CARE 50000 MIT - RAS (1969) BIOTECH CENTER OF THE KOCH INST OF INTEG CANCER RESEARCH 600 MEMORIAL DRIVE THIRD FLOOR CAMBRIDGE MA 02139 N/A EDUCATION 500000 PENINSULA FAMILY SERVICE 24 SECOND AVENUE SAN MATEO CA 94401 N/A EDUCATION 150000 SAN FRANCISCO BALLET 455 FRANKLIN STREET SAN FRANCISCO CA 94102 N/A EDUCATION 250000 TAHOE TRUCKEE COMMUNITY FOUNDATION 110071 DONNER PASS ROAD TRUCKEE CA 96161 N/A PUBLIC SERVICE 50000 THE TECH 201 S MARKET ST SAN JOSE CA 95113 N/A TECHNOLOGY AND EDUCATION 200000 1572000 0 14 835483 14 1379 18 -120787 0 716075 0 716075 8 N/A 0 0 0 0 0 0 0 0 0 0 X X 1 ZIP-A-DEE-DOO-DAH CHARITABLE LEAD ANNUITY TRUST 330 PRIMROSE ROAD SUITE 404 BURLINGAME CA 94010 249768 X 2 TWEEDLE DEE DEE CHARITABLE LEAD ANNUITY TRUST 330 PRIMROSE ROAD SUITE 404 BURLINGAME CA 94010 303184 X 3 JUDY C SWANSON 330 PRIMROSE ROAD SUITE 404 BURLINGAME CA 94010 716906 X 3 1,187 SHARES SPDR S&P 500 ETF TRUST. 716906 2024-12-10 N/A 0 ISHARES S&P MID-CAP 1519810 1668386 ISHARES S&P SMALL-CAP 1519972 1744867 VAG HIGH DIV YIELD 3020114 3624449 VAG S&P 500 4499319 6630057 VAG TOT INTL STK IND 4706095 4799966 ARTISAN DEVELOP WORLD INST 351152 343053 ISHARES MSCI EMG MKTS 349930 303816 VAR ALT INCOME FD 372091 357101 CLIFFWATER CORP LENDING 1809802 1790484 VAG TOT BOND MKT IND ETF 817863 826390 SPDR S&P 500 297050 698010 BLACKROCK STRAT INC. OPP AT COST 1514732 1520322 TIMING DIFFERENCES AT COST 8025 0 WBM JV LLC AT COST 98840 99453 UNREALIZED GAIN/LOSS 419855 INV FEES 16101 16101 0 OTHER DEDUCTIONS FROM K-1S 962 962 0 PORTFOLIO DEDUCTIONS 367 367 0 OTHER PORT INCOME 1379 1379 1379 PRIOR PERIOD ADJUSTMENT 2 FOREIGN TAXES 14326 14326 0 MISC TAXES/FEES 25 0 0 FEDERAL TAXES 12000 0 0