2025-10-28T13:19:17-05:00 2024-12-31 941250261 LINDQUIST VON HUSEN & JOYCE LLP 301 HOWARD STREET SUITE 850 SAN FRANCISCO CA 94105 990PF 2024-01-01 271509393 THE NORMAN AND JOAN KINSEY FOUNDATION NORM 4153624999 11481 SAN PABLO AVENUE EL CERRITO CA 945301916 ANTHONY CARION TRUSTEE 4153624999 2025-10-14 1 0 JOE HUIE P00422192 4159579999 2024 2025-03-06 01:10:19Z X 13534594 X 681000 169388 169388 133873 133873 677019 5924413 677019 1661280 980280 0 0 0 5693 5693 0 5600 5600 0 3458 3458 0 79934 79934 0 94685 94685 0 748000 748000 842685 94685 748000 818595 885595 85792 223383 223383 2824 2824 2824 3719398 6098785 6193619 5428718 3730335 7114768 9236732 10055327 13534594 0 0 X 0 0 0 0 9236732 10055327 9236732 10055327 9236732 10055327 9236732 818595 0 10055327 0 10055327 671 SH - ISHARES MSCI EAFE SMALL CAP ETF 2022-10-12 2024-05-23 42770 32344 10426 10426 334 SH - SPDR S&P BIOTECH ETF IV 2018-12-07 2024-05-23 30337 26435 3902 3902 123 SH - SPDR S&P BIOTECH ETF IV 2020-08-25 2024-05-23 11171 13359 -2188 -2188 44 SH - SPDR S&P BIOTECH ETF IV 2021-01-08 2024-05-23 3997 6589 -2592 -2592 253 SH - SPDR S&P BIOTECH ETF IV 2021-11-30 2024-05-23 22981 28923 -5942 -5942 3500000 SH - US TREASU NT 2022-03-28 2024-02-29 3500000 3500000 0 0 1605 SH - VANGUARD COMMUNICATION SERVICES ETF 2020-03-19 2024-05-23 214135 117968 96167 96167 169 SH - VANGUARD ENERGY ETF 2020-03-19 2024-05-23 21789 5474 16315 16315 493 SH - VANGUARD ENERGY ETF 2020-11-19 2024-05-23 63561 23667 39894 39894 113 SH - VANGUARD ENERGY ETF 2021-01-08 2024-05-23 14569 6486 8083 8083 388 SH - VANGUARD FINANCIALS ETF 2021-01-08 2024-05-23 39272 29523 9749 9749 12813 SH - VANGUARD FTSE EMERGING MARK ETF IV 2022-10-12 2024-05-23 567214 461781 105433 105433 335 SH - VANGUARD HEALTH CARE ETF 2018-12-07 2024-05-23 89195 57007 32188 32188 182 SH - VANGUARD HEALTH CARE ETF 2019-09-20 2024-05-23 48458 31528 16930 16930 375 SH - VANGUARD HEALTH CARE ETF 2021-01-08 2024-05-23 99845 86850 12995 12995 171 SH - VANGUARD INDUSTRIALS ETF 2018-12-07 2024-05-23 41270 21982 19288 19288 373 SH - VANGUARD INDUSTRIALS ETF 2021-01-08 2024-05-23 90021 64845 25176 25176 27 SH - VANGUARD INFORMATION TECHNOLO ETF IV 2018-12-07 2024-05-23 14762 4745 10017 10017 415 SH - VANGUARD INFORMATION TECHNOLO ETF IV 2021-01-08 2024-05-23 226904 148039 78865 78865 54 SH - VANGUARD MATERIALS ETF 2018-12-07 2024-05-23 10822 6293 4529 4529 86 SH - VANGUARD MATERIALS ETF 2020-03-19 2024-05-23 17235 7686 9549 9549 89 SH - VANGUARD MATERIALS ETF 2021-01-08 2024-05-23 17836 14800 3036 3036 352 SH - VANGUARD MID CAP ETF 2019-09-20 2024-05-23 86851 59573 27278 27278 813 SH - VANGUARD MID CAP ETF 2021-01-08 2024-05-23 200597 172989 27608 27608 48 SH - VANGUARD REAL ESTATE ETF 2018-12-07 2024-05-23 3981 3694 287 287 486 SH - VANGUARD REAL ESTATE ETF 2021-01-08 2024-05-23 40305 38721 1584 1584 358 SH - VANGUARD SMALL CAP ETF 2018-12-07 2024-05-23 79579 51346 28233 28233 160 SH - VANGUARD SMALL CAP ETF 2019-09-20 2024-05-23 35566 25151 10415 10415 188 SH - VANGUARD SMALL CAP ETF 2020-11-19 2024-05-23 41790 33432 8358 8358 289 SH - VANGUARD SMALL CAP ETF 2021-01-08 2024-05-23 64241 58916 5325 5325 1537 SH - VGRD FTSE ALL WRLD EX USSML CAP ETF 2020-03-19 2024-05-23 183359 107248 76111 76111 677019 12310 0 12310 0 12310 7231 0 0 0 7231 0 5079 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A ANTHONY P CARION 4153624999 401 HARRISON ST 35B SAN FRANCISCO CA 94105 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANTHONY P CARION 401 HARRISON ST 35B SAN FRANCISCO CA 94105 TRUSTEE 1.00 0 0 0 JENNIFER SYLVESTRI 401 HARRISON ST 35B SAN FRANCISCO CA 94105 TRUSTEE 1.00 0 0 0 JENNIFER SAMPAYO 401 HARRISON ST 35B SAN FRANCISCO CA 94105 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 12482366 620754 0 13103120 0 0 13103120 196547 12906573 645329 645329 12310 12310 633019 0 633019 0 633019 748000 0 748000 633019 0 0 10539 55945 38304 104788 748000 0 0 0 633019 114981 0 0 219769 0 0 0 0 0 0 10539 209230 55945 38304 114981 X ANGIES' ANGELS FOUNDATION 6614 BALE RDG SAN ANTONIO TX 78252 NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 20000 CASA DI MIR MONTESSORI SCHOOL 90 EAST LATIMER AVENUE CAMPBELL CA 95008 NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 15000 CHILDREN'S HOME SOCIETY 7200 BANCROFT AVE OAKLAND CA 94605 NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 30000 FOOTSTEPS CHILD CARE INC 374 EL CAMINO REAL BELMONT CA 94002 NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 50000 GEORGE MARK CHILDREN'S HOUSE 2121 GEORGE MARK LANE SAN LEANDRO CA 94578 NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 60000 HOPE HAVEN WEST 1878 EAST HATCH RD MODESTO CA 95351 NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 30000 JASON'S FRIENDS FOUNDATION 340 W B ST STE 101 CASPER WY 82601 NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 20000 MORGAN'S WONDERLAND 5210 THOUSAND OAKS SUITE 1318 SAN ANTONIO TX 78233 NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 50000 RENU HOPE FOUNDATION 802 BEAUMONT BEAUMONT CA 92220 NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 56000 RONALD MCDONALD HOUSE 110 NORTH CARPENTER STREET CHICAGO IL 60607 NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 55000 SAN ANTONIO FOOD BANK 5200 ENRIQUE M BARRERA PKWY SAN ANTONIO TX 78227 NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 60000 SAN JOSE DAY NURSERY 33 NORTH 8TH STREET SAN JOSE CA 95112 NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 25000 SHRINERS HOSPITAL FOR CHILDREN 2425 STOCKTON BLVD SACRAMENTO CA 95817 NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 120000 SOUTH COAST MONTESSORI 7421 MIRANO DRIVE GOLETA CA 93117 NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 20000 STOP SOLDIER SUICIDE PO BOX 110605 DURHAM NC 27709 NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 15000 TEXAS BURN SURVIVOR SOCIETY 8531 N NEW BRAUNFELS SUITE 204 SAN ANTONIO TX 78217 NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 20000 THE COMMUNITY FOOD BANK OF SOUTHERN ARIZONA 3003 SOUTH COUNTRY CLUB ROAD TUCSON AZ 85713 NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 65000 THE HEMOPHILIA FOUNDATION OF NORTHERN CALIFORNIA 1155 ARNOLD 236 MARTINEZ CA 94553 NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 12000 UKES FOR SCHOOLS 209 VERNON STREET ROSEVILLE CA 95678 NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 10000 WARRIOR FOUNDATION - FREEDOM STATION 1223 1/2 28TH STREET STE A SAN DIEGO CA 92102 NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 15000 748000 0 14 169388 14 133873 18 677019 0 980280 0 980280 0 0 0 0 0 0 0 0 0 0 X X 1 KINSEY REVOCABLE TRUST 11481 SAN PABLO AVENUE EL CERRITO CA 94530 681000 X ACCOUNTING FEES 5600 5600 0 FIDELITY MSCI COMM SRV INDEX ETF 177968 336234 ISHARES MSCI EAFE SMALL CAP ETF 581803 733253 ISHARS ULTR SHRT TRM BND 245025 245594 SPDR S&P BIOTECH ETF 54270 68896 VANGUARD COMMUNICATION SERVICES ETF 33810 71282 VANGUARD CONSUMER DISCRETIONARY ETF 196307 477108 VANGUARD CONSUMER STAPLES ETF 137127 197852 VANGUARD ENERGY ETF 48422 181358 VANGUARD FINANCIALS ETF 250542 602747 VANGUARD FTSE EMERGING MARKETS ETF 261002 318938 VANGUARD HEALTH CARE ETF 273741 432541 VANGUARD INDUSTRIALS ETF 150134 370138 VANGUARD INFORMATION TECHNOLOGY ETF 365538 1293344 VANGUARD MATERIALS ETF 42452 89224 VANGUARD MID CAP ETF 578085 1080292 VANGUARD REAL ESTATE ETF 63437 95761 VANGUARD SMALL CAP ETF 270672 520206 6098785 6193619 0 0 LEGAL FEES 5693 5693 0 ASSET MANAGEMENT EXPENSES 79934 79934 0 TAXES 3458 3458 0