2025-11-17T10:47:40-08:00 2024-12-31 371420474 Fontanello Duffield & Otake LLP 111 Pine Street Suite 1750 San Francisco CA 94111 990PF 2024-01-01 843155094 California Caw Foundation CALI 4154127770 95 Vicente Road Berkeley CA 94705 John Dunham President 2025-11-17 true true Erik Satow P01410341 4159830200 2024 2025-03-06 01:10:19Z X 445538 X 14858 X 12950 12950 53356 96659 53356 139 81303 66306 739 739 961 1574 1574 27058 202 26896 30332 202 29209 45184 45184 75516 202 74393 5787 66104 40178 18117 18117 1594 20305 3685 21500 37939 247280 332644 405921 347296 354446 445538 88 1279 88 1279 X 347208 353167 347208 353167 347296 354446 347208 5787 172 353167 353167 Sale of Publicily Traded Securities P 2000-01-01 2024-12-31 94696 43303 51393 51393 Capital Gain Distributions P 2000-01-01 2024-12-31 1963 1963 1963 53356 919 919 919 X 6 925 0 false false false false false false false true true CA true false false false false true www.caw.com John Dunham 4154127770 95 Vicente Road Berkeley CA 94705 false false false true true false false false false false false false false false false false false false false false false false John Dunham 95 Vicente Road Berkeley CA 94705 President 2.00 0 NONE NONE 429850 30729 0 460579 0 460579 6909 453670 22684 22684 919 919 21765 21765 21765 74393 74393 21765 8956 16790 25746 74393 0 21765 52628 78374 0 78374 8956 16790 52628 X American Cancer Society 250 Williams Street NW Atlanta GA 30313 N/A PC General Support 409 Bandaloop 1601 18th Street Oakland CA 94607 N/A PC General Support 2500 Friends of Ridhwan 2075 Eunice St Berkeley CA 94709 N/A PC General Support 3000 Arthritis Foundation 1355 Peachtree Street Suite 600 Atlanta GA 30309 N/A PC General Support 525 Gary Atkinson Imagine Scholarship F 5 Monticello Court Gales Ferry CT 06335 N/A PC General Support 37720 HMB Robotics Boys and Girls Club 600 Church Street Half Moon Bay CA 94019 N/A PC General Support 1030 45184 14 12950 18 53356 Other Income 139 66306 139 66445 11a Banking Rebates false false false false false false false false false false Amazon.com, 98 Sh 3685 21500 First Trust TCW, 729 Sh AT COST 29966 31325 First Trust TCW UNCNST, 1,253 Sh AT COST 30001 30886 Ishaers MSCI USA QLTY, 252.5049 Sh AT COST 32091 44966 Ishares MSCI Global Min, 39.7203 Sh AT COST 3976 4337 Schwab US Broad Market, 1,350.1185 Sh AT COST 20913 30648 Schwab US Dividend, 969.4716 Sh AT COST 21455 26486 Vanguard Dividend, 211.8185 Sh AT COST 32208 41480 Vanguard High Dividend, 225.7581 Sh AT COST 21425 28804 Vanguard Total Stock, 106.703 Sh AT COST 21204 30924 Vanguard Ultra Short, 289 Sh AT COST 14264 14340 Lord Abbett Short Duration 6,202.516 Sh AT COST 23743 23942 Nuveen Stratigic Income I, 3,244.009 Sh AT COST 29807 31824 Schwab Fundamental US, 1,143.515 Sh AT COST 21797 31858 Schwab Select Large Cap, 1,148.983 Sh AT COST 25671 29839 Vanguard Total, 72.3284 Sh AT COST 4123 4262 Legal Fees 739 0 0 739 Bank Fees 202 202 Contractor Services 15000 15000 Filing Fees 100 100 Misc Expenses 50 50 Other Grantmaking Exp 194 194 Outreach 399 399 Postage / Delivery 10 10 Software 308 308 Website / Media 10795 10835 Other Income 139 Excise Tax 961