2025-09-29T17:43:38-05:00 2024-12-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990PF 2024-01-01 946108897 THE HOFMANN FAMILY FOUNDATION HOFM 9254782000 PO BOX 907 CONCORD CA 94522 LISA HOFMANN-MORGAN PRESIDENT 9254782000 2025-09-26 1 1 MATTHEW PETROSKI P00853132 9257902600 2025-09-26 2024 2025-03-06 01:10:19Z X 31795897 X X 935026 919397 117258 122712 138417 138417 -66247 904271 2093084 988293 2094972 2168819 0 0 0 10500 5250 5250 134545 134545 0 107716 107516 200 57839 57839 123454 123454 0 434054 428604 5450 8680000 8680000 9114054 428604 8685450 -7019082 1740215 9885636 1291114 1291114 751551 571018 571018 8423469 0 7923469 8423469 8423469 31125 31125 31125 4958091 5159247 5310159 4265738 5386802 15101643 1611041 543672 1133616 1067369 1067369 28949226 21930144 31795897 0 0 X 28949226 21930144 0 0 0 0 28949226 21930144 28949226 21930144 28949226 -7019082 0 21930144 0 21930144 PUBLICLY TRADED SECURITIES P 2093084 1104791 988293 988293 988293 24189 0 24189 0 24189 41400 0 0 0 41400 X 0 17211 17211 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A BRAD WHALEN 9254782000 PO BOX 907 CONCORD CA 94522 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 DENNIS DREW 300 OAK ROAD SUITE 600 WALNUT CREEK CA 94597 TREASURER/CFO 4.00 0 0 0 LISA A HOFMANN-MORGAN 300 OAK ROAD SUITE 600 WALNUT CREEK CA 94597 PRESIDENT 2.00 0 0 0 MARTHA JEAN HOFMANN 300 OAK ROAD SUITE 600 WALNUT CREEK CA 94597 DIRECTOR 0.50 0 0 0 VITA SECHREST 300 OAK ROAD SUITE 600 WALNUT CREEK CA 94597 DIRECTOR 0.50 0 0 0 STEVE GONSALVES 300 OAK ROAD SUITE 600 WALNUT CREEK CA 94597 DIRECTOR 2.00 0 0 0 RICHARD L GREENE 300 OAK ROAD SUITE 600 WALNUT CREEK CA 94597 DIRECTOR (THRU 7/2024) 2.00 0 0 0 NONE 0 FIRST MANHATTAN CO 399 PARK AVENUE NEW YORK NY 10022 INVESTMENT MANAGEMENT 129731 0 0 19092196 5939333 8423469 33454998 0 0 33454998 501825 32953173 1647659 1647659 24189 24189 1623470 0 1623470 0 1623470 8685450 0 8685450 1623470 0 0 2150196 505899 435746 3621201 919131 7632173 8685450 0 0 0 1623470 7061980 0 0 14694153 0 0 0 0 0 0 2150196 12543957 505899 435746 3621201 919131 7061980 BRAD WHALEN PO BOX 907 CONCORD CA 94522 9254782000 IN WRITING STATING CHARITABLE USE OF FUNDS NONE NONE JOHN MUIR HEALTH FOUNDATION 1400 TREAT BOULEVARD WALNUT CREEK CA 94597 N/A PC GENERAL SUPPORT 6050000 DE LA SALLE ACADEMY 1380 GALAXY WAY CONCORD CA 94520 N/A PC GENERAL SUPPORT 1100000 YELLOW ROOF FOUNDATION 1200 WILLOW PASS CT CONCORD CA 94520 N/A PC GENERAL SUPPORT 250000 PARK THEATER TRUST PO BOX 1624 LAFAYETTE CA 94549 N/A PC GENERAL SUPPORT 200000 COMMUNITY YOUTH CENTER 2241 GALAXY COURT CONCORD CA 94520 N/A POF GENERAL SUPPORT 100000 UNIVERSITY OF NOTRE DAME 724 GRACE HALL NOTRE DAME IN 46556 N/A PC GENERAL SUPPORT 100000 MARTIS CAMP FOUNDATION 7951 FLEUR DU LAC DRIVE TRUCKEE CA 96161 N/A PC GENERAL SUPPORT 100000 THE MCCALLUM THEATRE 73000 FRED WARING DRIVE PALM DESERT CA 92260 N/A PC GENERAL SUPPORT 100000 ORDER OF MALTA OAKLAND CLINIC 2121 HARRISON STREET 110 OAKLAND CA 94612 N/A PC GENERAL SUPPORT 100000 UC REGENTS - BERKELEY 2195 HEARST AVE RM 120 BERKELEY CA 94720 N/A PC GENERAL SUPPORT 100000 CRISTO REY DE LA SALLE 1530 34TH AVE OAKLAND CA 94601 N/A PC GENERAL SUPPORT 90000 SHERIFF'S CHARITIES INC PO BOX 1088 DANVILLE CA 94526 N/A PC GENERAL SUPPORT 55000 FAMILY AID CATHOLIC EDUCATION 2121 HARRISON ST SUITE 100 OAKLAND CA 94610 N/A PC GENERAL SUPPORT 50000 NAVY SEAL FOUNDATION 1619 D ST VIRGINIA BEACH VA 23455 N/A PC GENERAL SUPPORT 50000 HIGH GROUND IMUA KAKOU HAWAII PROGRAM 7200 HAWAII KAI DR APT 265 HONOLULU HI 96826 N/A PC GENERAL SUPPORT 50000 PLEDGE TO HUMANITY 175 E PROSPECT AVE DANVILLE CA 94526 N/A PC GENERAL SUPPORT 50000 BE AN ANGEL FUND INC 2003 ALDINE BENDER RD HOUSTON TX 77032 N/A PC GENERAL SUPPORT 25000 WHEELCHAIR FOUNDATION 3820 BLACKHAWK RD DANVILLE CA 94506 N/A PC GENERAL SUPPORT 25000 DIABLO REGIONAL ARTS ASSOCIATION 1601 CIVIC DRIVE WALNUT CREEK CA 94596 N/A PC GENERAL SUPPORT 25000 THE MILES HALL FOUNDATION 1922 TICE VALLEY BLVD UNIT 2443 WALNUT CREEK CA 94595 N/A PC GENERAL SUPPORT 25000 LAFAYETTE ORINDA PRESBYTERIAN CHURCH 49 KNOX DR LAFAYETTE CA 94549 N/A PC GENERAL SUPPORT 20000 GEORGE MARK CHILDREN'S HOUSE 2121 GEORGE MARK LN SAN LEANDRO CA 94578 N/A PC GENERAL SUPPORT 15000 8680000 0 14 935026 14 117258 16 -66247 18 904271 0 1890308 0 1890308 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 10500 5250 5250 COMMUNITY YOUTH CENTER 2241 GALAXY COURT CONCORD CA 94520 2024-11-22 100000 TO PROVIDE EDUCATION, FITNESS, AND ATHLETIC TRAINING TO THE YOUTH OF COSTA CONSTA COUNTRY, CALIFORNIA. TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS WILL BE DIVERTED. PENDING 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. ASML HLD -FMC 421528 450502 LVMH 225400 246749 BERKSHRE HATHAWAY,CL A 27240 2042760 MICROSOFT CORP-FMC 99933 1686000 NVIDIA CORP COM 346098 402870 PHILIP MORRIS INTL-FMC 35438 451313 BROADCOM INC COM - FMC 332423 927360 BROOKFIELD CORP VTG SHS 37027 344728 ORACLE CORP COM - FMC 189695 833200 APPLE INC-FMC 83834 901512 APPLIED MATLS INC COM 653271 569205 DANAHER CORP-FMC 139230 573875 ALPHABET INC-FMC 198777 742716 AUTOZONE INC-FMC 280832 1152720 ASPEN TECHNOLOGY INC NEW COM 344238 449334 INTERCONTNTL EXCHGE-FMC 217049 402327 LANDBRIDGE CO LLC CL A 296786 904400 BERKSHIRE HATHAWAY B-FMC 3027 226640 S&P GLOBAL INC. 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