2025-11-11T14:41:38-06:00 2024-12-31 341874260 CBIZ ADVISORS LLC 1 MONTGOMERY ST SUITE 1700 SAN FRANCISCO CA 94104 990PF 2024-01-01 476429734 THE JOSEPH W WELCH JR FOUNDATION JOSE 4153974444 383 WEST SAN BRUNO AVE SAN BRUNO CA 94066 JOSEPH WELCH III OFFICER 4153974444 2025-11-06 1 1 NICHOLAS LAWRENCE P01433054 4153974444 2025-11-06 2024 2025-03-06 01:10:19Z X 11235104 X X 9200 9200 129503 129503 235404 235404 235404 80183 434688 80183 4079 4079 458369 458369 0 0 0 5875 0 0 73169 73169 0 3465 3365 0 82509 76534 0 250000 250000 332509 76534 250000 125860 381835 191845 292090 292090 3366133 3456067 6574915 696695 696695 677822 3755873 3690277 3690277 8010546 8135129 11235104 0 0 X 8010546 8135129 8010546 8135129 8010546 8135129 8010546 125860 0 8136406 1277 8135129 BANK OF AMERICA PRIVATE BANK P 2024-01-01 2024-12-31 79516 82424 -2908 -2908 BANK OF AMERICA PRIVATE BANK P 2015-01-05 2024-12-31 346207 272081 74126 74126 CAPITAL GAINS DIVIDENDS P 8965 8965 8965 80183 5308 0 5308 0 5308 5600 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411 S WASHINGTON ST SPOKANE WA 99204 NONE 501(C)3 TO FURTHER THE MISSION OF THE ORGANIZATION 2000 SOLMATEO PO BOX 117561 BURLINGAME CA 94010 NONE 501(C)3 TO FURTHER THE MISSION OF THE ORGANIZATION 10000 SECOND HARVEST SPOKANE 1234 E FRONT AVE SPOKANE WA 99202 NONE 501(C)3 TO FURTHER THE MISSION OF THE ORGANIZATION 10000 SAN MATEO COUNTY HISTORICAL ASSOCIATION 2200 BROADWAY REDWOOD CITY CA 94063 NONE 501(C)3 TO FURTHER THE MISSION OF THE ORGANIZATION 30000 SAN FRANCISCO AUXLIARY FOR CHILDREN 3104 E 11TH AVE SPOKANE WA 99202 NONE 501(C)3 TO FURTHER THE MISSION OF THE ORGANIZATION 20000 SAN BRUNO ROTARY CLUB PO BOX 651 SAN BRUNO CA 94066 NONE 501(C)3 TO FURTHER THE MISSION OF THE ORGANIZATION 7000 SAN BRUNO EDUCATION FOUNDATION PO BOX 175 SAN BRUNO CA 94066 NONE 501(C)3 TO FURTHER THE MISSION OF THE ORGANIZATION 50000 SAN BRUNO COMMUNITY FOUNDATION 901 SNEATH LANE NO 209 SAN BRUNO CA 94066 NONE 501(C)3 TO FURTHER THE MISSION OF THE ORGANIZATION 3000 WILDLIFE CONSERVATION NETWORK 209 MISSISSIPPI ST SAN FRANCISCO CA 94107 NONE 501(C)3 TO FURTHER THE MISSION OF THE ORGANIZATION 30000 RIO DELL VOLUNTEER FIRE DEPARTMENT 50 CENTER ST RIO DELL CA 95562 NONE 501(C)3 TO FURTHER THE MISSION OF THE ORGANIZATION 10000 PENINSULA OPEN SPACE TRUST 222 HIGH ST PALO ALTO CA 94301 NONE 501(C)3 TO FURTHER THE MISSION OF THE ORGANIZATION 2500 ORDER OF MALTA CLINIC 800 S CLAREMONT ST 210 SAN MATEO CA 94402 NONE 501(C)3 TO FURTHER THE MISSION OF THE ORGANIZATION 10000 NATIONAL MS SOCIETY PO BOX 91891 WASHINGTON DC 20090 NONE 501(C)3 TO FURTHER THE MISSION OF THE ORGANIZATION 2000 MIA MUJERES IN ACTION 318 E ROWAN AVE SUITE 208 SPOKANE WA 99207 NONE 501(C)3 TO FURTHER THE MISSION OF THE ORGANIZATION 2500 FILOLI CENTER 86 CANADA ROAD WOODSIDE CA 94062 NONE 501(C)3 TO FURTHER THE MISSION OF THE ORGANIZATION 1000 FEAST COLLECTIVE 1321 W 3RD AVE SPOKANE WA 99201 NONE 501(C)3 TO FURTHER THE MISSION OF THE ORGANIZATION 2000 CONSCIOUS CONNECTIONS FOUNDATION S 13212 AUSTIN ROAD SPOKANE WA 99224 NONE 501(C)3 TO FURTHER THE MISSION OF THE ORGANIZATION 5000 COASTSIDE HOPE 99 AVE ALHAMBRA EL GRANADA CA 94018 NONE 501(C)3 TO FURTHER THE MISSION OF THE ORGANIZATION 2000 CCS FOUNDATION 501 N RIVERPOINT BLVD SPOKANE WA 99202 NONE 501(C)3 TO FURTHER THE MISSION OF THE ORGANIZATION 2000 CALL PRIMROSE 139 PRIMROSE AVE BURLINGAME CA 94010 NONE 501(C)3 TO FURTHER THE MISSION OF THE ORGANIZATION 10000 REFUGEE AND IMMIGRANT CONNECTIONS SPOKANE 35 W MAIN AVE STE 205 SPOKANE WA 99201 NONE 501(C)3 TO FURTHER THE MISSION OF THE ORGANIZATION 1500 WIRAQOCHA FOUNDATION PO BOX 500 NAALEHU HI 96772 NONE 501(C)3 TO FURTHER THE MISSION OF THE ORGANIZATION 15000 SAN BRUNO LIONS CLUB 637 SAN MATEO AVENUE SAN BRUNO CA 94066 NONE 501(C)3 TO FURTHER THE MISSION OF THE ORGANIZATION 15000 250000 0 14 9200 14 129503 16 235404 14 4079 14 80183 0 458369 0 458369 3 SUPPORT OF ORGANIZATION 4 SUPPORT OF ORGANIZATION 5 SUPPORT OF ORGANIZATION 8 SUPPORT OF ORGANIZATION 0 0 0 0 0 0 0 0 0 0 ACCTG & TAX PREP FEES 5875 0 0 THE ORGANIZATION IS MAKING A 2018 ELECTION UNDER REGULATION SECTION 53.4942(A)-3(D)(2) TO APPLY 2018 REMAINING QUALIFYING DISTRIBUTIONS TO UNDISTRIBUTED INCOME FROM 2016. CORPORATE BONDS 696695 677822 CORPORATE STOCK 3456067 6574915 BUSINESS TRUST 10% INTEREST 3755873 3690277 3690277 FEDERAL EXCISE TAX 1277 OTHER INCOME 4079 4079 4079 MANAGMENT FEES 73169 73169 0 FILING FEES 100 0 0 FOREIGN TAXES PAID 3365 3365 0