2025-11-05T10:55:35-08:00 2024-12-31 371420474 Fontanello Duffield & Otake LLP 111 Pine Street Suite 1750 San Francisco CA 94111 990PF 2024-01-01 943314431 Penney Family Fund PENN 5108414193 127 University Avenue Berkeley CA 94710 Jordan Keny-Guyer Treasurer 2025-11-05 true true Erik Satow P01410341 4159830200 2024 2025-03-06 01:10:19Z X 7046650 X X 118 118 122551 122551 295658 1880137 289658 6879 6936 425206 419263 138303 58303 80000 6325 1863 11812 11812 136 136 7281 2046 6716 163857 62212 98664 414452 414452 578309 62212 513116 -153103 357051 40266 53571 53571 251358 101252 101252 10000 11433 6970 6970 351478 396401 396401 4996264 5498960 5498960 971307 785455 785455 225899 204041 204041 6858005 7046650 7046650 12037 12037 12037 12037 X 6845968 7034613 6845968 7034613 6858005 7046650 6845968 -153103 341748 7034613 7034613 Sale of Publicly Traded Securities P 2000-01-01 2024-12-31 1880137 1584479 295658 295658 Capital Gain From Partnerships P 2000-01-01 2024-12-31 6000 -6000 -6000 289658 4963 4963 4963 6970 1500 8470 3507 3507 false false false false false false false true true CA true false false false false true N/A Third Plateau 5108414123 127 University Avenue Berkeley CA 94710 false false false false true false false false false false false false false false false false false false false false false false Luisa Guyer 127 University Avenue Berkeley CA 94710 Co-President 2.00 0 Maraya Keny-Guyer 127 University Avenue Berkeley CA 94710 Co-President 2.00 0 Alissa Huntington 127 University Avenue Berkeley CA 94710 Secretary 2.00 0 Jordan Keny-Guyer 127 University Avenue Berkeley CA 94710 Treasurer 2.00 0 Marion Guyer 127 University Avenue Berkeley CA 94710 Trustee 1.00 0 Jeff Malachowsky 127 University Avenue Berkeley CA 94710 Trustee 1.00 0 Nate Huntington 127 University Avenue Berkeley CA 94710 Trustee 1.00 0 Sarah Malachowsky 127 University Avenue Berkeley CA 94710 Trustee 1.00 0 Tom Huntington 127 University Avenue Berkeley CA 94710 Trustee 1.00 0 Diana Trump 127 University Avenue Berkeley CA 94710 Trustee 1.00 0 Alissa Keny-Guyer 127 University Avenue Berkeley CA 94710 Trustee 1.00 0 NONE Third Plateau Social Impact Strategies 127 University Avenue Berkeley CA 94710 Foundation Management 80000 RBC Wealth Management 345 California Street 29th Fl San Francisco CA 94104 Investment Management 58303 6868191 301883 0 7170074 0 7170074 107551 7062523 353126 353126 4963 4963 348163 348163 348163 513116 513116 348163 27496 276228 36462 642995 983181 513116 0 348163 164953 1148134 0 1148134 27496 276228 36462 642995 164953 X Momentum Community 300 Long Beach Boulevard20069 Long Beach CA 90802 N/A PC Partnership Grant 25000 One Arizona 530 E McDowell Road Suite 107-448 Phoenix AZ 85004 N/A PC Wingbeat 88 Learning Grant 20000 One Arizona 3104 East Camelback Road Unit 7651 Phoenix AZ 85016 N/A PC Learning Grant 15000 Sogorea Te Land Trust PO Box 6758 Oakland CA 94603 N/A PC Shuumi Land Tax 3860 Tides Foundation PO Box 889389 Los Angeles CA 90088 N/A PC Poder Latinx Collective Fund 25000 We Are Down Home PO Box 10671 Greensboro NC 27404 N/A PC Partnership Grant 25000 Georgia Alliance Education Fund Inc PO Box 170495 Atlanta GA 30357 N/A PC Learning Grant 20000 Somos Siembra 801 New Garden Rd Greensboro NC 27410 N/A PC Partnership Grant 25000 Rural Arizona Engagement RAZE 381 West Central Avenue Coolidge AZ 85128 N/A PC Partnership Grant 25000 OL Education Fund 411 Bellamah Ave NW Albuquerque NM 87102 N/A PC Partnership Grant 25000 Black Voters Matter Capacity Bld In 4751 Best RoadSuite 200 Atlanta GA 30337 N/A PC Partnership Grant 25000 Chinese Progressive Association 1212 Broadway Suite 700 Oakland CA 94612 N/A PC Black Futures Lab 25000 Instituto Lab 221 E Indianola Ave Phoenix AZ 85012 N/A PC Learning Grant 15000 Imagine North Carolina First 3125 Poplarwood Ct Suite 300 Raleigh NC 27604 N/A PC Learning Grant 20000 Somos Un Pueblo Unido 1804 Espinacitas Street Santa Fe NM 87505 N/A PC Partnership Grant 25000 No Carolina Climate Justice Collect 811 9th Street Durham NC 27705 N/A PC Partnership Grant 25000 Somos Siembra Siembra NC 801 New Garden Road Greensboro NC 27410 N/A PC Partnership Grant 5000 NC A Philip Randolph Institute Inc PO Box 10428 Raleigh NC 27605 N/A PC Mary's Pantry 500 Sogorea Te Land Trust PO Box 6758 Oakland CA 94603 N/A PC Shuumi Land Tax 4842 We Are Down Home PO Box 10671 Greensboro NC 27404 N/A PC Partnership Grant 35000 Center for Civic Policy 625 Silver Avenue Southwest Ste 32 Albuquerque NM 87102 N/A PC Learning Grant 20000 Tides Foundation PO Box 889389 Los Angeles CA 90088 N/A PC Movement Voter Fund 250 We Are Down Home PO Box 10671 Greensboro NC 27404 N/A PC Partnership Grant 5000 414452 14 118 14 122551 18 295658 Other Investment Inc. 14 6879 425206 425206 false false false false false false false false false false Apple Inc 18329 18329 Arrow Electrs Inc Senior 18103 18103 Bank New York Mellon 18515 18515 Bank Nova Scotia 18289 18289 CDW Fin Corp 18424 18424 Centene Corp 18434 18434 Community Capital Funds 71134 71134 eBay Inc 18531 18531 Encompass Health Corp 18333 18333 Jefferies Group Cap Fin 19035 19035 John Deere Capital Corp 18221 18221 JPMorgan Chase Finl Co 18459 18459 Keysight Technologies Inc 18237 18237 Lamar Media Corp 17818 17818 Nasdaq STK MKT Inc 18774 18774 Northern TR Corp 18343 18343 Seagate HDD Cayman 18718 18718 Silgan Holdings Inc 18133 18133 Trimble Inc 17982 17982 United Rentals North Am 3.88% 11/15/27 18203 18203 Verisign Inc 17976 17976 VMware Inc 18572 18572 Westinghouse Air Brake 18816 18816 Accrued Income 10799 10799 Kyndryl Hldgs Inc 22532 22532 Mead Johnson Nutrition CO 18922 18922 Morgan Stanley 18199 18199 Reinsurance Group Amer Inc 18958 18958 Schwab Charles Corp New 18366 18366 Vontier Corporation SR GLBL 18900 18900 Assured Guaranty US Holdings 18544 18544 Athene Holding 18031 18031 Brookfield Financial 18315 18315 CBRE Services Inc 18565 18565 Fortune Brands Innovations Inc 18464 18464 Hasbro Inc 17868 17868 Toronto Dominion Bank 18544 18544 Truist Financial Corporation 18330 18330 Wyeth 18504 18504 Steelcase Inc 18235 18235 See Stock Statement 5498960 5498960 396401 396401 American Tower Corp FMV 18902 18902 Cubesmart, 124 Sh FMV 5828 5828 Lamar Advertising Company, 60 Sh FMV 7304 7304 Stag Industrial Inc, 156 Sh FMV 5276 5276 Urban Innovation Fund LP FMV 160349 160349 Camden Property Trust-SBI FMV 6382 6382 Bank Fees 565 565 Dues & Membership 3300 3300 Filing Fees 100 100 Insurance 1623 1623 Other Partnership Expenses 1481 Postage & Delivery 248 248 Software 995 995 Website Design & Hosting 450 450 Other Investment Inc. 6879 6936 Foundation Management 80000 0 0 80000 Investment Management 58303 58303 0 0 Excise Tax 4462 Foreign Tax W/H 1863 1863