2025-11-17T18:48:01-06:00 2024-12-31 943145806 REALIZE CPA LLP 220 JACKSON STREET FLOOR 2 SAN FRANCISCO CA 94111 990PF 2024-01-01 208681172 STORM CASTLE FOUNDATION STOR 4153625990 CO REALIZE CPA 220 JACKSON ST FL 2 SAN FRANCISCO CA 94111 JULIA LOEWY DAVIDSON PRESIDENT 6502338128 2025-11-14 1 0 PATRICK TOWNSEND P01503773 4153625990 2024 2025-03-06 01:10:19Z X 67130032 X 11364740 513 513 622747 622747 -1735804 12184422 10309865 78054 78054 10330250 11011179 0 0 0 33 33 0 212 212 0 20000 0 0 428925 428368 0 449170 428613 0 764499 764499 1213669 428613 764499 9116581 10582566 63165 252053 252053 20298526 29013405 66843885 34094 34094 34094 20395785 29299552 67130032 2500 65764 49071 68264 49071 X 0 0 0 0 20327521 29250481 20327521 29250481 20395785 29299552 20327521 9116581 0 29444102 193621 29250481 UBS #Y3 03041 P 97676 1377 96299 96299 UBS #Y3 03041 P 12062827 1849261 10213566 10213566 CAPITAL GAINS FROM K-1S P 0 0 QSBS P 23919 23919 0 0 10309865 147098 0 147098 0 147098 61824 0 350000 0 411824 0 264726 264726 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 0 0 0 0 N/A REALIZE CPA 4153625990 220 JACKSON STREET FLOOR 2 SAN FRANCISCO CA 94111 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JULIA LOEWY DAVIDSON C/O REALIZE CPA 220 JACKSON ST FLOOR 2 SAN FRANCISCO CA 94111 PRESIDENT 1.00 0 0 0 JAMES A DAVIDSON C/O REALIZE CPA 220 JACKSON ST FLOOR 2 SAN FRANCISCO CA 94111 CFO/SECRETARY 1.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION PLANS TO MAKE DONATIONS AND GRANTS TO OTHER CHARITABLE ORGANIZATIONS, INCLUDING SCIENTIFIC, EDUCATIONAL AND LITERARY ORGANZATIONS. 0 0 30523968 137388 15963048 46624404 0 0 46624404 699366 45925038 2296252 2296252 147098 147098 2149154 0 2149154 0 2149154 764499 0 764499 2149154 7135 0 0 764499 7135 0 0 757364 0 0 0 0 0 0 0 0 1391790 0 0 0 JULIA LOEWY DAVIDSON JAMES A DAVIDSON JULIA LOEWY DAVIDSON JAMES A DAVIDSON JULIA LOEWY DAVIDSON C/O REALIZE CPA 220 JACKSTON ST FLOOR 2 SAN FRANCISCO CA 94111 6502338120 THE APPLICATION SHOULD BE IN WRITTEN FORM AND SENT TO THE FOUNDATION. THE MATERIALS SHOULD STATE THE OBJECTIVE OF THE ORGANIZATION, AMOUNT REQUESTED, AND THE PRINCIPAL MANAGERS OF THE ORGANIZATION. NONE NONE AMERICAN CONSERVATORY THEATER 415 GEARY STREET SAN FRANCISCO CA 94102 NONE NON PROFIT 501 (C)(3 ARTS 5000 AMERICAN HEART ASSOCIATION 1111 BROADWAY SUITE 1360 OAKLAND CA 94607 NONE NON PROFIT 501 (C)(3 HEALTH AND RESEARCH 10000 ASIAN ART MUSEUM 200 LARKIN ST SAN FRANCISCO CA 94102 NONE NON PROFIT 501 (C)(3 ARTS 1000 BAY AREA OUTREACH AND RECREATION 3075 ADELINE ST STE 200 BERKELEY CA 947032578 NONE NON PROFIT 501 (C)(3 COMMUNITY SUPPORT: DISABILITY 500 BOWDOIN COLLEGE 4100 COLLEGE STATION BRUNSWICK ME 04011 NONE NON PROFIT 501 (C)(3 EDUCATION 50000 CALIFORNIA STATE UNIVERSITY SACRAMENTO 6000 J ST SACRAMENTO CA 95819 NONE NON PROFIT 501 (C)(3 EDUCATION 15000 DARTMOUTH COLLEGE 600 WEST KAGY BLVD HANOVER NH 03755 NONE NON PROFIT 501 (C)(3 EDUCATION 30000 EAGLE MOUNT BOZEMAN 6901 GOLDENSTEIN BOZEMAN MT 59715 NONE NON PROFIT 501 (C)(3 RESEARCH 5000 FINE ARTS MUSEUM OF SAN FRANCISCO 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 94118 NONE NON PROFIT 501 (C)(3 MEDICAL RESEARCH 5000 GALLATIN VALLEY LAND TRUST 212 S WALLACE AVE STE 102 BOZEMAN MT 59715 NONE NON PROFIT 501 (C)(3 COMMUNITY SUPPORT 5000 GOLDEN GATE BIRD ALLIANCE 2150 ALLSTON WAY UNIT 210 BERKELEY CA 94704 NONE NON PROFIT 501 (C)(3 EDUCATION 1000 HARVARD LAW SCHOOL 1563 MASSACHUSETTS AVENUE CAMBRIDGE MA 02138 NONE NON PROFIT 501 (C)(3 EDUCATION 100000 HILLSBOROUGH BEAUTIFICATION 1600 FLORIBUNDA AVENUE HILLSBOROUGH CA 94010 NONE NON PROFIT 501 (C)(3 COMMUNITY SUPPORT 1000 HILLSBOROUGH SCHOOLS FOUNDATION 300 EL CERRITO AVENUE HILLSBOROUGH CA 94010 NONE NON PROFIT 501 (C)(3 EDUCATION 10000 HILLSBOROUGH SCHOOLS FOUNDATION 300 EL CERRITO AVENUE HILLSBOROUGH CA 94010 NONE NON PROFIT 501 (C)(3 EDUCATION 10000 HOOKER COUNTY COMMUNITY 36410 SAND HILLS RD MULLEN NE 69152 NONE NON PROFIT 501 (C)(3 COMMUNITY SUPPORT 6000 INTERNATIONAL RESCUE 122 EAST 42ND STREET NEW YORK NY 10168 NONE NON PROFIT 501 (C)(3 COMMUNITY SUPPORT 25000 LIFE MOVES 181 CONSTITUTION DRIVE MENLO PARK CA 95025 NONE NON PROFIT 501 (C)(3 COMMUNITY SUPPORT 20000 MAYO FOUNDATION 200 FIRST ST SW ROCHESTER MN 55905 NONE NON PROFIT 501 (C)(3 MEDICAL RESEARCH 50000 MONTEREY BAY AQUARIUM 886 CANNERY ROW MONTEREY CA 93940 NONE NON PROFIT 501 (C)(3 EDUCATION 5000 MUSEUM OF THE ROCKIES 600 WEST KAGY BLVD BOZEMAN MT 59717 NONE NON PROFIT 501 (C)(3 ARTS 2500 PENINSULA BRIDGE 457 KINGSLEY AVE PALO ALTO CA 94301 NONE NON PROFIT 501 (C)(3 LOW INCOME EDUCATION ASSISTANCE 100000 QUESTBRIDGE 445 SHERMAN AVE SUITE 100 PALO ALTO CA 94306 NONE NON PROFIT 501 (C)(3 DLAI - 10/22/25 04:13PM WORKSHEET PRIVATE FOUNDATION 20000 SAN FRANCISCO BALLET 301 VAN NESS AVENUE SAN FRANCISCO CA 94102 NONE NON PROFIT 501 (C)(3 ARTS 2500 SAN FRANCISCO MUSEUM OF MODERN ART 151 3RD STREET SAN FRANCISCO CA 94103 NONE NON PROFIT 501 (C)(3 ARTS 20000 SAN FRANCISCO SYMPHONY 201 VAN NESS AVENUE SAN FRANCISCO CA 94102 NONE NON PROFIT 501 (C)(3 ARTS AND MUSIC 5000 SECOND HARVEST FOOD BANK 750 CURTNER AVENUE SAN JOSE CA 95125 NONE NON PROFIT 501 (C)(3 COMMUNITY SUPPORT 25000 STPAULS EPISCOPAL CHURCH 114 MONTECITO AVE OAKLAND CA 94610 NONE NON PROFIT 501 (C)(3 COMMUNITY SUPPORT 35000 STANFORD UNIVERSITY (STANFORD LIVE) 450 SERRA MALL STANFORD CA 94305 NONE NON PROFIT 501 (C)(3 ARTS 5000 STANFORD UNIVERSITY 450 SERRA MALL STANFORD CA 94305 NONE NON PROFIT 501 (C)(3 EDUCATION 30000 TEACH FOR AMERICA 315 WEST 36TH STREET 7TH FLOOR NEW YORK NY 10018 NONE NON PROFIT 501 (C)(3 EDUCATION 20000 THE SMITHSONIAN INSTITUTION 750 9TH ST WASHINGTON DC 20004 NONE NON PROFIT 501 (C)(3 EDUCATION 20000 THIRD OPTION FOUNDATION 11160-C1 SOUTH LAKES DRIVE 158 RESTON VA 20191 NONE NON PROFIT 501 (C)(3 COMMUNITY SUPPORT 4999 UC DAVIS ONE SHIELDS AVENUE DAVIS CA 95616 NONE NON PROFIT 501 (C)(3 EDUCATION 5000 UNITED RELIGIOUS INITIATIVE 1009 GENERAL KENNEDY AVE SAN FRANCISCO CA 94129 NONE NON PROFIT 501 (C)(3 RELIGIOUS 25000 UNIVERSITY OF MICHIGAN 500 S STATE STREET ANN ARBOR MI 48109 NONE NON PROFIT 501 (C)(3 EDUCATION 50000 WARREN MILLER PERFORMING ARTS CENTER PO BOX 161157 BIG SKY MT 59716 NONE NON PROFIT 501 (C)(3 ARTS 10000 YALE UNIVERSITY 157 CHURCH STREET NEW HAVEN CT 06510 NONE NON PROFIT 501 (C)(3 EDUCATION 30000 764499 0 14 513 14 622747 01 78054 18 -1735804 0 -1034490 0 -1034490 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES A DAVIDSON C/O REALIZE CPA 220 JACKSON ST FL 2 SAN FRANCISCO CA 94111 3659340 X 2 JAMES A DAVIDSON C/O REALIZE CPA 220 JACKSON ST FL 2 SAN FRANCISCO CA 94111 2217000 X 3 JAMES A DAVIDSON C/O REALIZE CPA 220 JACKSON ST FL 2 SAN FRANCISCO CA 94111 5457400 X 4 DAVIDSON 2022 IRREVOCABLE FAMILY TRUST C/O REALIZE CPA 220 JACKSON ST FL 2 SAN FRANCISCO CA 94111 31000 X 1 3,000 SHARES OF BROADCOM 3659340 2024-01-22 2 10,000 SHARES OF GLOBANT 2217000 2024-10-18 3 65,000 SHARES OF DELL 5457400 2024-01-24 PROFESSIONAL FEES 33 33 0 CONTRIBUTED STOCK AT COST 3432172 18165679 PURCHASED STOCK AT COST 1909989 6348417 K-1 INVESTMENTS AT COST 11753965 30412510 CASH ALTERNATIVES AT COST 11917279 11917279 DISTRIBUTION RECEIVABLE 1405 1405 1405 SHORT TERM ASSET 32689 32689 32689 BOOK-TAX DIFF 193621 RECLASS 428368 428368 0 OTHER EXPENSES 557 0 0 AG INVESTORS, LLC 6454 6454 6454 H. BARTON CO-INVEST IV, LLC -18113 -18113 -18113 H.BARTON VENTURE SELECT II, LLC -18393 -18393 -18393 H BARTON VENTURE SELECT IV, LLC -24644 -24644 -24644 LIGHT STREET ARGON, LP -11919 -11919 -11919 LIGHT STREET BEACON I, LP -22397 -22397 -22397 LIGHT STREET SPV5, LP 0 0 0 MAKENA CAP SPLITTER X, LP 27441 27441 27441 SL WATERMAN FUND I, LP -668 -668 -668 SL WATERMAN FUND II, LP 21755 21755 21755 SL WATERMAN FUND III, LP 14604 14604 14604 LIGHT STREET BEACON II, LP -19364 -19364 -19364 BOND CAPITAL II, LP -19567 -19567 -19567 BOND CAPITAL III, LP -19370 -19370 -19370 BFFH LLC -8037 -8037 -8037 WOLFF CREDIT PARTNERS III, LP -15819 -15819 -15819 BRIDGER INVESTORS, LLC -302927 -302927 -302927 H BARTON VENTURE SELECT V, LLC -17404 -17404 -17404 RECLASS 428368 428368 428368 OPTION GAIN/LOSS 78054 78054 78054 ACCRUED DIVIDENDS 45016 62005 DISTRIBUTION PAYABLE 20748 -12934 MANAGEMENT FEES 212 212 0 TAXES - IRS 20000 0 0