2025-06-20T14:36:56-07:00 2024-12-31 204969554 Cederborg & Bret LLP 1299 Newell Hill Place Suite 203 Walnut Creek CA 94596 990PF 2024-01-01 946098361 JOHN H & AMY BOWLES LAWRENCE FOUNDATION JOHN 9252990080 60 JENNIFER LANE ALAMO CA 94507 STEVEN E LAWRENCE CFO 2025-06-16 true true Thomas V Bret P00162783 9259471370 2024 2025-03-06 01:10:19Z X 3013635 X X 136 136 136 49129 49129 49129 47083 376336 47083 47083 96348 96348 96348 4292 27480 27480 27480 1492 552 552 2538 698 698 35802 28730 28730 0 125500 125500 161302 28730 28730 125500 -64954 67618 67618 4837 2860 2860 23754 126500 126500 3378 2438 2908 1314429 1197976 2881367 1346398 1329774 3013635 34000 34000 X 1346398 1295774 1346398 1295774 1346398 1329774 1346398 -64954 14330 1295774 1295774 SHORT-TERM 1919 INV COUNSEL SMMR'Y ATT'D P 29565 31437 -1872 -1872 LONG-TERM 1919 INV COUNSEL SUMMARY ATT'D P 282436 245527 36909 36909 SHORT-TERM RBC SUMMARY ATTACHED P 1075 1075 LONG-TERM RBC SUMMARY ATTACHED P 63260 51214 12046 12046 47083 47083 940 940 940 3378 3378 2438 2438 false false false false false false false true true CA true false false false false true N/A THOMAS V BRET 9259471370 1299 NEWELL HILL PLACE SUITE 203 WALNUT CREEK CA 94596 false false false false false false false false false false false false false false false false false false false false false false JOHN MARK LAWRENCE 11078 SUNSET BLVD LOS ANGELES CA 90049 CEO 1.00 0 STEVEN E LAWRENCE 40 JENNIFER LANE ALAMO CA 94507 CFO 1.00 0 JAMES B LAWRENCE 3868 HAPPY VALLEY ROAD LAFAYETTE CA 94549 Secretary 1.00 0 AMY SHELLEY DE ROUVRAY 146 Lower Terrace San Francisco CA 94114 Director 1.00 0 NONE NONE 2809147 116716 2908 2928771 0 2928771 43932 2884839 144242 144242 940 940 143302 143302 143302 125500 125500 143302 21542 21542 125500 0 125500 17802 17802 3740 0 3740 3740 STEVEN E LAWRENCE JAMES B LAWRENCE X ALS ASSOCIATION GREATER BAY CHPTER 1553 VIA TOYON SAN LORENZO CA 94580 NONE PUBLIC COREY REICH FUND - MEDICAL RESEARCH 1000 ST LUKES WOOD RIVER FOUND P O BOX 7005 KETCHUM ID 83340 NONE PUBLIC GENERAL FUND 1000 ST THOMAS EPISCOPAL CHURCH 201 SUN VALLEY ROAD KETCHUM ID 83340 NONE N/A GENERAL FUND 5000 HOOVER INSTITUTION STANFORD UNIVERSITY STANFORD CA 94305 NONE PUBLIC GENERAL FUND 1000 COLORADO COLLEGE 14 E CACHE LA POUDRE COLORADO SPRINGS CO 80903 NONE N/A GENERAL FUND 3000 ST STEPHENS EPISCOPAL CHURCH 66 ST STEPHENS DRIVE ORINDA CA 94563 NONE N/A GENERAL FUND 3000 SUN VALLEY SUMMER SYMPHONY P O BOX 1914 SUN VALLEY ID 83353 NONE N/A GENERAL FUND 4000 UNIVERSITY SCHOOL OF MILWAUKEE 2100 WEST FAIRY CHASM ROAD MILWAUKEE WI 53217 NONE PUBLIC DEVELOPMENT FUND 1000 UNIV OF SOUTH DAKOTA FOUNDATION P O BOX 5555 VERMILLION SD 57069 ALUMNI PUBLIC JOHN H. LAWRENCE FOUNDATION 1000 UNIV OF SOUTH DAKOTA FOUNDATION P O BOX 5555 VERMILLION SD 57069 NONE PUBLIC SUPPORT GEN'L EDUC PROGRAMS 2000 UNIV OF CHICAGO SCHOOL OF MEDICINE 5841 SO MARYLAND AVE CHICAGO IL 60637 NONE N/A DAVID SKINNER LECTURESHIP 2000 UC REGENTS 195 HAAS PAVILION BERKELEY CA 94720 NONE PUBLIC BEAR BACKERS 2000 UNIVERSITY OF WEST BOHEMIA UNIVERSITNI 8 PILZEN UNIVERZITNI 8 EZ 306 14 PILSEN NONE N/A BIO-MECHANICAL RESEARCH 1000 ST JOHN'S HEALTH CENTER FOUNDATION 2121 SANTA MONICA BLVD SANTA MONICA CA 90404 NONE PUBLIC GENERAL FUND 1000 NATIONAL REVIEW INSTITUTE 233 PENNSYLVANIA AVE SE 3RD FLOOR WASHINGTON DC 20077 NONE PUBLIC GENERAL FUND 1000 REDWOODS MONASTERY 18104 BRICELAND-THORN ROAD WHITEHORN CA 95589 NONE N/A GENERAL FUND 2000 ST ALBAN'S EPISCOPAL CHURCH 580 HILLGARD AVE LOS ANGELES CA 90024 NONE N/A GENERAL FUND 3000 ALL SAINTS EPISCOPAL CHURCH 504 N CAMDEN DR BEVERLY HILLS CA 90210 NONE N/A GENERAL FUNDS 5000 REAGAN RANCH FOUNDATION BOX 2699 SANTA BARBARA CA 93120 NONE PF PRESERVE OPEN SPACE 1000 CHALLIS AREA HEALTH CENTER 611 CLINIC ROAD CHALLIS ID 83226 NONE EOF SUPPORT GENERAL FUND 1000 BYRON COMMUNITY LIBRARY CLUB PO BOX 3 BYRON CA 94514 NONE PF SUPPORT 2000 UNIV OF WEST BOHEMIA ZUNIVERSITNI 8 PLZEN OC 306 NONE N/A RESEARCH STUDIES 1000 GRACE PRESBYTERIAN CHURCH 440 RIDGE AVE WINNETKA IL 60093 NONE N/A GENERAL FUND 4000 FREIGHT SALVAGE 2020 ADDISON STREET BERKELEY CA 94704 NONE PF SUPPORT 2000 NAMI FOUNDATION PO BOX 94104 BALTIMORE MD 21297 NONE PF GENERAL FUND 1000 PILLERS OF HOPE INC 2990 ALMONDWOOD PL OAKLEY CA 94561 NONE PF GENERAL FUND 3000 PARK THEATER TRUST PO BOX 1624 LAFAYETTE CA 94549 NONE PF GENERAL FUND 3000 UC REGENTS UNIV OF CALIFORNIA - BERKELEY BERKELEY CA 94720 NONE PUBLIC CONTRA COSTA COUNTY EXTENSION 4000 UCSF FOUNDATION 400 PARNASUS SAN FRANCISCO CA 94143 NONE N/A GOLDEN RESEARCH PROJECT 30000 HOMELESS PRENATAL PROGRAM 2500 18TH STREET SAN FRANCISCO CA 94110 NONE EOF family resource center FOR LOW INCOME AND HOMELESSEIN #94-3146280 34500 125500 14 136 14 49129 47083 49265 47083 96348 false false false false false false false false false false RBC ANNUAL STATEMENT ATTACHED 539170 1595977 19/19 INV COUNSEL ASSET SCHED ATT'D 658806 1285390 CEDERBORG & BRET LLP - TAX PREPARATION 4292 0 0 0 BOOKKEEPING 1820 CA SECRETARY OF STATE ANNUAL REGISTRATIO 20 MISCELLANEOUS 698 698 698 PAYOFF OF CREDIT LINE 14330 INVESTMENT ADVISORY - 19/19 INV. COUNSEL 11625 11625 11625 0 INVESTMENT ADVISORY - RBC 15855 15855 15855 0 FEDERAL EXCISE TAX - CURRENT YEAR 940 FOREIGN TAX ON DIVIDENDS 552 552 552