2025-11-14T15:04:52-08:00 2024-12-31 942941784 Delagnes Mitchell & Linder LLP 300 Montgomery Street Suite 1050 San Francisco CA 94104 990PF 2024-01-01 821980761 The Todd and Doris Ahlsten Foundation TODD 4158787495 700 Larkspur Landing Circle 199 Larkspur CA 94939 Doris C Ahlsten Treasurer 2025-11-14 true true Edwin Niiya P00237112 4159830500 2024 2025-03-06 01:10:19Z X 73901828 X 3362000 785 785 1060779 1060779 3354137 24077492 3354137 7777701 4415701 37500 37500 43886 43886 10059 10059 29000 24500 155943 154094 155943 47410 42987 61691 61691 20613 20613 406102 154094 397179 2596190 3059630 3002292 154094 3456809 4775409 4261607 145352 172767 172767 674739 394039 394039 55036 9443709 43061833 53499670 53499670 11826560 19830973 19830973 32913 4379 4379 65240142 73901828 73901828 177585 256747 1382000 914000 1008169 1263663 2567754 2434410 X 62672388 71467418 62672388 71467418 65240142 73901828 62672388 4775409 4118155 71565952 98534 71467418 UMB Capital Gain P 2022-07-01 2024-07-31 13525722 11641698 1884024 1884024 JPM Short Term Transactions-Covered P 2024-01-01 2024-12-31 6014961 5590882 424079 424079 JPM Long Term Transaction-Covered P 2021-01-01 2024-12-31 1500000 1418977 81023 81023 FRB Long Term Transactions-Covered P 2022-01-01 2024-12-31 1871420 2071798 -200378 -200378 Capital Gain Dividends 1165389 3354137 424079 59236 59236 59236 55036 55036 X 123 4323 0 false false false false false false false true true CA true false false false false true N/A Todd Ahlsten 4158787495 700 Larkspur Landing Circle 199 Larkspur CA 94939 false false false false false false false false false false false false false false false false false false false false false false Todd C Ahlsten 700 Larkspur Landing 199 Larkspur CA 94939 President & CEO 1.00 0 Doris C Ahlsten 700 Larkspur Landing 199 Larkspur CA 94939 Treasurer 1.00 0 Elizabeth Mahon 700 Larkspur Landing 199 Larkspur CA 94939 Member 1.00 12500 Micheal Kelly 700 Larkspur Landing 199 Larkspur CA 94939 Member 1.00 12500 Jeff Mazzariello 700 Larkspur Landing 199 Larkspur CA 94939 Member 1.00 12500 NONE Parnassus Investments 1 Market Street 1600 San Francisco CA 94105 Investment Management 147499 Grant making to provide charitable assistance to those in need. 0 68666526 976462 0 69642988 0 69642988 1044645 68598343 3429917 3429917 59236 59236 3370681 3370681 3370681 3456809 3456809 3370681 278573 288690 34807 773300 217596 1592966 3456809 0 3370681 86128 1679094 0 278573 1400521 288690 34807 773300 217596 86128 Todd C Ahlsten Doris C Ahlsten X EastBay Formosan United Methodist C 1755 Sunnyvale Ave Walnut Creek CA 94597 None 509(a) To provide charitable assistance in the community. 38500 International Justice Mission PO Box 96961 Washington DC 20090 None 509(a) To provide charitable assistance in the community. 50000 St Jude Children's Research Hospita 501 St Jude Place Memphis TN 38105 None 509(a) To provide charitable assistance in the community. 65000 St Luke Lutheran Church 905 Mendocino Avenue Santa Rosa CA 95401 None 509(a) To provide charitable assistance in the community. 38500 V Foundation for Cancer Research 14600 Weston Pkwy Cary NC 27513 None 509(a) To provide charitable assistance in the community. 100000 World Resources Group 456 Myers Avenue Harrisonburg VA 22801 None 509(a) To provide charitable assistance in the community. 30000 World Vision PO Box 78481 Tacoma WA 98481 None 509(a) To provide charitable assistance in the community. 1624 Wounded Warrior Project 4899 Belfort Road Ste 300 Jacksonville FL 32256 None 509(a) To provide charitable assistance in the community. 30000 Global Strategies 828 San Pablo Ave 260 Albany CA 94706 None 509(a) To provide charitable assistance in the community. 500000 St Mark Lutheran Church 1111 OFarrell St San Francisco CA 94109 None 509(a) To provide charitable assistance in the community. 27500 The Ahlsten Foundation Scholarship 700 Larkspur Landing Circle Larkspur CA 94939 None 509(a) To provide charitable assistance in the community. 287006 Tiburon Baptist Church 445 Greenwood Beach Rd Tiburon CA 94920 None 509(a) To provide charitable assistance in the community. 30000 Water Foundation 1970 Broadway Suite 900 Oakland CA 94612 None 509(a) To provide charitable assistance in the community. 27500 Adopt a Family of Marin 35 Mitchell Blvd Suite 16 San Rafael CA 94903 None 509(a) To provide charitable assistance in the community. 20000 UCSF 505 Parnassus Ave San Franisco CA 94143 None 509(a) To provide charitable assistance in the community. 75000 Children Rising 2633 Telegraph Ave 412 Oakland CA 94612 None 509(a) To provide charitable assistance in the community. 100000 First Responders Childrens Foundati 38 East 32nd Street Suite 602 New York NY 10016 None 509(a) To provide charitable assistance in the community. 100000 Opportunity Junction 3102 Delta Fair Blvd Antioch CA 94509 None 509(a) To provide charitable assistance in the community. 55000 Students Rising Above PO Box 192492 San Francisco CA 94119 None 509(a) To provide charitable assistance in the community. 100000 Foster the Bay 1172 Murphy Ave Ste 212 San Jose CA 95131 None 509(a) To provide charitable assistance in the community. 40000 Shepherd's Gate 1660 Portola Ave Livermore CA 94551 None 509(a) To provide charitable assistance in the community. 110000 SOAR for Youth 2121 Berkeley Way Berkeley CA 94701 None 509(a) To provide charitable assistance in the community. 45000 Direct Relief 6100 Wallace Becknell Rd Santa Barbara CA 93117 None 509(a) To provide charitable assistance in the community. 75000 Massachusetts General Hospital 125 Nashua St Suite 540 Boston MA 02114 None 509(a) To provide charitable assistance in the community. 125000 Matthew 25 Ministries 11060 Kenwood Road Blue Ash OH 45242 None 509(a) To provide charitable assistance in the community. 100000 Allegro Organizationa Solutions 5535 Memorial Dr Houston TX 77007 None 509(a) To provide charitable assistance in the community. 20000 Camp Achieve Ed Fund 960 S 47th St Richmond CA 94804 None 509(a) To provide charitable assistance in the community. 45000 Camp Okizu 445 Zink Rd Berry Creek CA 95916 None 509(a) To provide charitable assistance in the community. 5000 Feeding Nations through Education PO Box 4509 Chico CA 95927 None 509(a) To provide charitable assistance in the community. 150000 Legal Assistance for Seniors 333 Hegenberger Road Oakland CA 94621 None 509(a) To provide charitable assistance in the community. 125000 Serge Global Inc 101West Ave Jenkintown PA 19046 None 509(a) To provide charitable assistance in the community. 20000 American Heart Association 1111 Broadway Suite 1360 Oakland CA 94607 None 509(a) To provide charitable assistance in the community. 25000 Because Justice Matters 357 Ellis St San Francisco CA 94102 None 509(a) To provide charitable assistance in the community. 25000 Many Hopes 255 West 93rd Street 1N New York NY 10025 None 509(a) To provide charitable assistance in the community. 100000 Marin Foster Care 55 Mitchell Blvd 2 San Rafael CA 94903 None 509(a) To provide charitable assistance in the community. 7500 Modern Day Mission 43603 Rose Garrison Lane Arlington TX 76005 None 509(a) To provide charitable assistance in the community. 5000 Path Ministries International PO Box 7931 Bend OR 97708 None 509(a) To provide charitable assistance in the community. 185000 Samaritan's Purse 801 Bamboo Road Boone NC 28607 None 509(a) To provide charitable assistance in the community. 25000 Women's Philharmonic Advocacy PO Box 2501 Santa Rosa CA 95405 None 509(a) To provide charitable assistance in the community. 500 Camp Kesem 565 Mayfield Ave Stanford CA 94305 None 509(a) To provide charitable assistance in the community. 1000 First Place for Youth 426 17th St 100 Oakland CA 94612 None 509(a) To provide charitable assistance in the community. 150000 3059630 Global Strategies 828 San Pablo Ave 260 Albany CA 94706 None 509(a) To provide charitable assistance in the community 750000 St Judes 501 St Jude Place Memphis TN 38105 None 509(a) To provide charitable assistance in the community. 30000 780000 14 785 14 1060779 18 3354137 4415701 4415701 false false false false false false false false false false X X 1 Todd and Doris Ahlsten 700 Larkspur Land Circle 199 Larkspur CA 94939 3362000 X 1 Publicly Traded Securities 3362000 2024-08-20 Accounting Fees 29000 0 0 24500 Parnassus Investments Fees paid for management of investment. Berkshire Hathaway Inc Class B 4532800 4532800 Abbott Laboratories Adobe Inc Alphabet Inc Class A 1993140 1993140 American Tower Corp Apple Inc 1062782 1062782 Applied Materials Inc 567741 567741 Ball Corp 936714 936714 Bank of America Corporation 837687 837687 Becton Dickinson & Co CME Group Inc Canadian Pacific Kansas City Limited Costco Wholesale Corp 703695 703695 Danaher Corp Del 772665 772665 Deere & Company 1421090 1421090 Fiserv Inc 1080715 1080715 Gilead Sciences Inc Home Depot Inc Intercontinental Exchange Inc 1173454 1173454 Marsh & McLennan Cos Inc 820965 820965 Mastercard Inc - Class A 1351705 1351705 Microsoft Corp 2586746 2586746 Micron Technology Inc Mondelez International Inc Nvidia Corp 2351015 2351015 Oracle Corp 525249 525249 Procter & Gamble Co 635896 635896 D R Horton Inc 419879 419879 S&P Global Inc. 1015981 1015981 Salesforce Inc 1165140 1165140 Schwab Charles Corp Sherwin Williams CO 653006 653006 Sysco Corp T-Mobile US Texas Instruments Inc. Thermo Fisher Scientific Inc 794391 794391 Verisk Analytics Inc 574822 574822 Waste Mgmt Inc Del 1369549 1369549 Berkshire Hathaway Inc Class A 6809200 6809200 Boeing Co Com 2655000 2655000 Autozone 963802 963802 Charter Communications Inc Cigna Corp 751101 751101 Equifax 497467 497467 Intel Corp Intuit 759228 759228 Linde PLC 978432 978432 Marriott Intl Inc 666946 666946 Nutrien Ltd. Roche Holding Ltd Amazon Com Inc 2529786 2529786 Broadcom Inc 1180761 1180761 Ferguson Enterprises Inc 593783 593783 KLA-Tencor Corp 400756 400756 Lilly Eli & Co 779720 779720 Realty Income Corp 1258500 1258500 Stryker Corp 769427 769427 Synopsys Inc 621261 621261 Verizon Communications Inc 567978 567978 Vertax Pharmaceuticals Inc 791708 791708 Workday Inc Class A 577987 577987 Ishares Silver Tr Ishares FMV 1072052 1072052 Sprott Physical Gold Tr Unit FMV Ishares TR MSCI India ETF FMV Osterweis Growth and Income Fund FMV 16764572 16764572 Blackrock Liquidity FDS FMV 1924148 1924148 Vanguard Treasury Money Market Fund FMV 70201 70201 Legal Fees 10059 0 0 10059 Interest Receivable 32913 4379 4379 Adjustment to accrued interest 28534 Deferred Excise Credit 70000 Bank Fees 210 210 Board Costs 465 465 Books, Subscriptions, Reference 2199 2199 Conferences 99 99 Dues/Fees 270 270 HR Consulting 330 330 Insurance 990 990 IT Consulting 5450 5450 IT Purchases 3134 3134 Misc Expense 400 400 Office Supplies 1581 1581 Payroll Fees 1733 1733 Postage 1213 1213 Printing and Copying 315 315 Software Subscription 835 835 Student Support Advising 960 960 Workers Comp Insurance 429 429 Scholarships Payable 1008169 1263663 Investment Management 154094 154094 0 154094 Website & Media Services Fee 1849 0 0 1849 Federal Tax 43652 39229 Payroll Taxes 3758 3758