2025-02-05T15:06:46-06:00 2024-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 2055 GATEWAY PLACE SUITE 140 SAN JOSE CA 95110 990PF 2023-10-01 940732210 FIVE BRIDGES FOUNDATION FIVE 5106521015 114 LA QUINTA STREET MORAGA CA 94556 CHARLES KALLGREN PRESIDENT 9253767521 2025-02-04 1 0 NORLEEN S BOUNDS P00287731 6508571655 2025-02-04 2023 2025-03-06 01:10:19Z X 12559679 X X 1373 1373 366918 366918 333808 1129662 333808 702099 702099 60000 6360 45780 30310 0 28630 96071 0 96064 9671 0 0 3730 0 0 199782 6360 170474 385000 385000 584782 6360 555474 117317 695739 78235 233782 233782 2288 10609745 12325897 12325897 8680 8680 10690268 12559679 12559679 0 1271 0 1271 X 10690268 12558408 10690268 12558408 10690268 12559679 10690268 117317 1750823 12558408 0 12558408 SEE ATTACHMENT A P 2023-10-01 2024-09-30 1129662 795854 333808 333808 333808 9671 0 9671 0 9671 8400 0 0 0 8400 X 0 1271 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.FIVEBRIDGES.ORG HALL TAI ASSOCIATES 4155645183 1156 CLEMENT STREET SAN FRANCISCO CA 94118 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALLAN L CASALOU PO BOX 194405 SAN FRANCISCO CA 94119 VICE PRESIDENT 4.00 18000 0 0 CHARLES KALLGREN PO BOX 194405 SAN FRANCISCO CA 94119 PRESIDENT 6.00 24000 0 0 AMY MATTHEW PO BOX 194405 SAN FRANCISCO CA 94119 MEMBER 4.00 18000 0 0 NONE 0 WINWARD INVESTMENT MANAGEMENT 60 STATE STREET SUITE 3600 BOSTON MA 02109 INVESTMENT MANAGEMENT 56071 0 0 11536757 315830 0 11852587 0 0 11852587 177789 11674798 583740 583740 9671 9671 574069 0 574069 0 574069 555474 0 555474 574069 382656 0 0 555474 382656 0 0 172818 0 0 0 0 0 0 0 0 401251 0 0 0 FIVE BRIDGES FOUNDATION PO BOX 194405 SAN FRANCISCO CA 94119 5106521015 STANDARD FORM AVAILABLE TO DOWNLOAD FROM THE FOUNDATION WEBSITE PRELIMINARY(BY EMAIL): 10/1 AND 4/1 APPLICATION (BY MAIL): 12/15 AND 6/15 NONE SEE ATTACHMENT B SEE ATTACHMENT B SEE ATTACHMENT B CA 99999 NONE CHARITABLE CONTRIBUTION 385000 385000 0 14 1373 14 366918 333808 0 368291 333808 702099 1A MISCELLANEOUS INCOME 0 0 0 0 0 0 0 0 0 0 BAKER TILLY US, LLP 4015 0 3792 HALL, TAI & ASSOCIATES 26295 0 24838 CHARLES SCHWAB #4813 - SECURITIES, BONDS & MUTUAL FUNDS FMV 12325897 12325897 INSURANCE 1750 0 0 BANK CHAGES 206 0 0 POSTAGE & DELIVERY 524 0 0 LICENSE AND FEES 100 0 0 INTERNET/WEBSITE 320 0 0 DUES & SUBSCRIPTIONS 830 0 0 UNREALIZED GAIN/LOSS 1750823 INCOME TAX PAYABLE 0 1271 INVESTMENT MANAGEMENT FEES 56071 0 56064 CONSULTANT - GRANT MANAGEMENT 40000 0 40000 FEDERAL TAX 9671 0 0