2025-05-23T14:54:01-05:00 2025-01-31 946214841 ARMANINO ADVISORY LLC 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990PF 2024-02-01 474614939 XACTLYONE FOUNDATION XACT 4089773132 221 SARATOGA-LOS GATOS RD LOS GATOS CA 95030 THOMAS STEHNO TREASURER 4089773132 2025-05-23 1 1 WANWAN ZHANG P01317662 4082006400 2025-05-23 2024 2025-03-06 01:10:19Z X 731168 X 47848 X 68 68 15234 14609 0 63150 14677 0 0 0 7571 0 7571 5775 1444 4331 219 0 50 1101 1101 0 14666 2545 11952 38735 38735 53401 2545 50687 9749 12132 79739 24531 24531 87048 152174 152174 1658 1489 1489 362810 419023 419023 132371 129745 129745 4272 4206 4206 667898 731168 731168 0 0 X 667898 731168 667898 731168 667898 731168 667898 9749 53521 731168 0 731168 169 0 169 0 169 1658 0 0 0 1658 0 1489 1489 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 HTTPS://WWW.XACTLYCORP.COM/XACTLY-ONE/ THE FOUNDATION 4089773132 221 SARATOGA-LOS GATOS RD LOS GATOS CA 95030 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 MEGAN ACKERSON 221 SARATOGA-LOS GATOS RD LOS GATOS CA 95030 DIRECTOR 2.00 0 0 0 SONIA ROSSIE 221 SARATOGA-LOS GATOS RD LOS GATOS CA 95030 SECRETARY 2.00 0 0 0 THOMAS STEHNO 221 SARATOGA-LOS GATOS RD LOS GATOS CA 95030 TREASURER 2.00 0 0 0 NONE 0 NONE 0 0 534658 170762 0 705420 0 0 705420 10581 694839 34742 34742 169 169 34573 0 34573 0 34573 50687 0 50687 34573 0 0 61282 18669 24893 70383 12185 187412 50687 0 0 0 34573 16114 0 0 203526 0 0 0 0 0 0 61282 142244 18669 24893 70383 12185 16114 THE FOUNDATION'S BOARD 221 SARATOGA-LOS GATOS RD LOS GATOS CA 95030 4089773132 INITIALLY, THE FOUNDATION EXPECTS TO INVITE POTENTIAL GRANTEES TO SUBMIT GRANT PROPOSALS. WHILE THE FOUNDATION DOES NOT HAVE A GRANT APPLICATION FORM AT THIS TIME, IT MAY DEVELOP AN APPLICATION FORM IN THE FUTURE. THE FOUNDATION ALSO EXPECTS TO USE WRITTEN GRANT AGREEMENTS FOR GRANTS TO U.S. PUBLIC CHARITIES IN SUPPORT OF SPECIFIC PROJECTS. THE CONTENT OF THE AGREEMENTS WILL VARY DEPENDING ON THE GRANTEE OF THE FUNDED PROJECT AND ON WHETHER THE GRANTEE IS A U.S. PUBLIC CHARITY OR A FOREIGN ORGANIZATION. NONE AT THIS TIME ANY GRANTS MUST BE MADE SOLELY IN FURTHERANCE OF THE FOUNDATION'S EXEMPT PURPOSES AND THE FOUNDATION WILL EXERCISE EXPENDITURE RESPONSIBILITY AS REQUIRED UNDER SECTION 4945(H) OF THE CODE. WHERE APPROPRIATE, THE FOUNDATION WILL REQUIRE POTENTIAL GRANTEES TO SUBMIT A DETAILED DESCRIPTION OF HOW THEY WOULD USE FUNDS PROVIDED BY THE FOUNDATION. IF THE FOUNDATION CHOOSES TO PROVIDE FUNDING TO AN ORGANIZATION THAT IS NOT A CHARITY AS DEFINED UNDER SECTIONS 501(C)(3) AND 509(A), THE FOUNDATION WILL FIRST ENTER INTO A GRANT AGREEMENT WITH THE ORGANIZATION BEFORE GRANTING FUNDS. THE GRANT AGREEMENT WILL SET FORTH THE GRANTOR'S AND GRANTEE'S RESPONSIBILITIES. IT WILL REQUIRE THE GRANTEE TO USE FUNDS ONLY FOR GRANT PURPOSES, PROVIDE PERIODIC WRITTEN REPORTS ON THE USE OF GRANT FUNDS, PROVIDE ONGOING WRITTEN REPORTS AND ACCOUNTING, AND ACKNOWLEDGE THE GRANTOR'S AUTHORITY TO WITHHOLD OR RECOVER FUNDS IF ABUSE OCCURS. THE HIDDEN GENIUS PROJECT 1441 FRANKLIN STREET FOURTH FLOOR OAKLAND CA 94612 PC SUPPORT EDUCATIONAL PROJECTS 2500 OUR CITY FOREST 1195 CLARK ST SAN JOSE CA 95125 PC SUPPORT ENVIRONMENTAL PROTECTION 2500 AMERICAN FRIENDS OF THE OCEAN CLEANUP 228 EAST 45TH STREET STE 9E NEW YORK NY 10017 PC SUPPORT OCEAN CLEANUP 2500 BLUESTAR RECYCLERS 953 DECATUR ST STE C DENVER CO 80204 PC SUPPORT DISABLED PERSONS EMPLOYMENT 500 BOYS AND GIRLS CLUB OF SF - SCHOOL SUPPLIES 380 FULTON STREET SAN FRANCISCO CA 94102 PC SUPPORT YOUTH ACTIVITIES 2575 ALZHEIMERS ASSOCIATION 2290 N FIRST ST 212 SAN JOSE CA 95131 PC SUPPORT RESEARCH ON DISEASE 1000 DENVER PARK TRUST PO BOX 102325 DENVER CO 80250 PC SUPPORT PARKS AND RECREATIONS 1000 HOPE SERVICES 30 LAS COLINAS LANE SAN JOSE CA 95119 PC SUPPORT SOCIAL SERVICES 2500 CARING4DENVER 1035 OSAGE STREET 8TH FLOOR DENVER CO 80204 PC SUPPORT MENTAL HEALTH ISSUES 1000 PREVENTIVE-HEALTH 2933 BERRY HILL DR STE A NASHVILLE TN 37204 PC SUPPORT HEALTHCARE ACTIVITIES 2500 SACRED HEART CS 1381 SOUTH FIRST STREET SAN JOSE CA 95110 PC SUPPORT SOCIAL SERVICES 3500 ACC SENIOR SERVICES 7334 PARK CITY DRIVE SACRAMENTO CA 95831 PC SUPPORT SENIOR SERVICES 500 TESFAZGHI FOUNDATION 200 S 3RD ST UNIT 720121 SAN JOSE CA 95172 PC SUPPORT HUMANITY ACTIVITIES 1000 UKRANIAN SYLA 691 S MILPITAS BLVD MILPITAS CA 95035 PC DISASTER RELIEF 2000 CODEORG 801 5TH AVE SUITE 2100 SEATTLE WA 98104 PC SUPPORT COMPUTER SCIENCE EDUCATION 2000 CITYTEAMORG 1297 N 13TH ST SAN JOSE CA 95112 PC SUPPORT RELIGIOUS ACTIVITIES 2500 DENVER UNITED WAY 711 PARK AVE WEST DENVER CO 80205 PC SUPPORT SOCIAL SERVICES 2500 SALVATION ARMY INTERMOUNTAION DIVISION 1370 PENNSYLVANIA ST DENVER CO 80203 PC SUPPORT SOCIAL SERVICES 2500 SALVATION ARMY SOUTHER CALIFORNIA DIVISION 16941 KEEGAN AVE CARSON CA 90746 PC SUPPORT SOCIAL SERVICES 2500 BATTEN DISEASE FAMILY ASSOCIATION PO BOX 379 SHIPLEY UK BD18 9GE NC PROVIDE SUPPORT AND CARE TO FAMILIES AFFECTED BY BATTEN DISEASE. 1160 38735 0 14 68 14 15234 0 15302 0 15302 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5775 1444 4331 BATTEN DISEASE FAMILY ASSOCIATION PO BOX 379 SHIPLEY UK BD18 9GE 2024-04-12 1160 TO PROVIDE SUPPORT AND CARE TO FAMILIES AFFECTED BY BATTEN DISEASE. 1160 NO 05/22/25 2025-05-22 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WILL BE MADE. FIXED INCOME 129745 129745 EQUITIES 419023 419023 COMMODITIES FMV 4206 4206 LEGAL FEES 7571 0 7571 INVESTMENT MANAGEMENT AND BANK FEES 1101 1101 0 UNREALIZED GAIN ON SECURITIES 53521 STATE FILING FEES 50 0 50 EXCISE TAX 169 0 0