2025-04-04T20:21:50-05:00 2024-12-31 331197384 ANDERSEN TAX LLC 333 BUSH STREET SUITE 1700 SAN FRANCISCO CA 94104 990PF 2024-01-01 912148156 DAN AND STACEY CASE FAMILY FOUNDATION DANA 4154418255 200 WALNUT STREET SAN FRANCISCO CA 94118 STACEY CASE PRESIDENT 4154418255 2025-04-04 1 0 STEVE DEHAAN P00743421 4157642700 2024 2025-03-06 01:10:19Z X 14390555 X X 8764 8764 334329 334329 -159686 2947393 0 183407 343093 0 0 0 0 0 19000 9500 0 9500 36144 36144 0 0 4980 4880 0 100 928 0 0 928 34361 0 0 34361 95413 50524 0 44889 427911 427911 523324 50524 0 472800 -339917 292569 0 5637004 6035223 6035223 7480067 8076421 8076421 344318 278911 278911 13461389 14390555 14390555 1000 31089 1000 31089 X 14472780 14472780 0 0 -1012391 -113314 13460389 14359466 13461389 14390555 13460389 -339917 1245137 14365609 6143 14359466 PUBLICLY TRADED SECURITIES 177503 211100 -33597 -33597 PUBLICLY TRADED SECURITIES 2540098 2784925 -244827 -244827 PUBLICLY TRADED SECURITIES 162065 111054 51011 51011 KONINKLIJKE 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CHARITABLE PURPOSES 5000 FOUNDATION OF CITY COLLEGE PO BOX 40488 SAN FRANCISCO CA 94140 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 2500 FRIENDS OF THE CHILDREN 44 NE MORRIS ST PORTLAND OR 97212 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 5000 GOLDEN GATE NATIONAL PARKS CONSERVANCY 201 FORT MASON SAN FRANCISCO CA 94123 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 10000 HAMLIN ANNUAL FUND 2120 BROADWAY ST SAN FRANCISCO CA 94115 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 2000 HARVARD BUSINESS SCHOOL 117 WESTERN AVENUE ALLSTON MA 02134 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 20000 HOOVER INSTITUTION 434 GALVEZ MALL STANFORD UNIVERSITY STANDFORD CA 94305 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 10000 HUMANS OF SAN QUENTIN PO BOX 417 SAN QUENTIN CA 94964 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 1000 LDYLLWILD ARTS ACADEMY 52500 TEMECULA ROAD 38 IDYLLWILD CA 92549 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE 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94115 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 2000 SURF AID 2328 VALLEJO STREET SAN FRANCISCO CA 94123 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 500 TEAM KIDS NY RUN 156 WEST 56TH STREET NEW YORK NY 10019 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 250 THE CANCER LEAGUE 6114 LA SALLE AVE PMB 534 OAKLAND CA 94611 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 10000 TOGETHER SF PIER 28 STE 1 SAN FRANCISCO CA 94105 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 5000 TOWN SCHOOL 2750 JACKSON ST SAN FRANCISCO CA 94115 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 1000 UC BERKELEY LETTERS & SCIENCES 1995 UNIVERSITY AVE SUITE 400 BERKELEY CA 94704 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 1000 UCSF CHANCELLORS CIRCLE 550 16TH ST 7TH FLOOR SAN FRANCISCO CA 94143 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 35000 427911 0 14 8764 14 334329 18 -159686 0 183407 0 183407 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 19000 9500 0 9500 PART VII-A, LINE 12 THE FOUNDATION DISTRIBUTED $349,306 TO A DONOR ADVISED FUND OVER WHICH THE FOUNDATION OR A DISQUALIFIED PERSON HAD ADVISORY PRIVILIGES. THE DISTRIBUTED AMOUNT IS TREATED AS A QUALIFYING DISTRIBUTION. THE FUNDS WILL BE USED TO ACCOMPLISH A PURPOSE DESCRIBED IN SECTION 170(C)(2)(B) AS THE DONOR ADVISED FUND MAKES DISTRIBUTEIONS OF THE FUNDS TO ORGANIZATIONS WHICH ARE ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. FIDELITY 500 INDEX FUND (FXAI) 2535706 2535706 ISHARES RUSSELL 1000 GROWTH (IWF) 1114384 1114384 VANGUARD MID-CAP ETF (VO) 468567 468567 ISHARES RUSSEL 2000 ETF (IWIM) 394634 394634 ARTISAN INTERNATIONAL INST (APHI) 645407 645407 ARTISAN INTL VAL-INST (APHK) 746572 746572 FIDELITY INTL INDX-INST PRM (FSPS) 647949 647949 ISHARES MSCI ALL COUNTRY ASI (AAXJ) 501074 501074 VANGUARD FTSE EMERGING MKTS (VWO) 305726 305726 ALLEGION PLC (ALLE) 14244 14244 ALPHABET INC (GOOG) 31802 31802 ARAMARK (ARMK) 31005 31005 AVERY DENNISON CORP (AVY) 29941 29941 BERKSHIRE HATHAWAY INC CL B (BRK) 36716 36716 BLACKROCK INC (BLK) 17427 17427 BOOKING HOLDINGS INC (BKNG) 39747 39747 CARLISLE COS INC (CSL) 13278 13278 CARMAX INC (KMX) 27144 27144 CARRIER GLOBAL CORP (CARR) 26212 26212 CRW CORP/DE (CDW) 15489 15489 CSX CORP (CSX) 21427 21427 DOLLAR TREE INC (DLTR) 12740 12740 FERGUSON CORP PLC (FERG) 31243 31243 FRESENIUS MEDICAL CARE ADR (FMS) 17184 17184 KONINKLIJKE PHILIPS NVR-NY (PHG) 18509 18509 MASCO CORP (MAS) 29028 29028 MICROCHIP TECHNOLOGY INC (MCHP) 14624 14624 MICRON TECHNOLOGY INC (MU) 14307 14307 O'REILLY AUTOMOTIVE INC (ORLY) 17787 17787 PROGRESSIVE CORP (PGR) 25399 25399 QUEST DIAGNOSTICS INC (DGX) 23534 23534 SCHLUMBERGER LTD (SLB) 7783 7783 SCHWAB (CHARLES) CORP (SCHW) 42482 42482 SMITH & NEPHEW PLC (SNN) 12020 12020 SONY GROUP CORP-SP ADR (SONY) 26133 26133 SYSCO CORP (SYY) 23550 23550 TJX COMPANIES INC (TJX) 9544 9544 UNILEVER PLC-SPONSORED ADR (UL) 24664 24664 UNITED HEALTH GROUP INC (UNH) 25293 25293 US DOLLAR JPM DEPOSIT SWEEP 36146 36146 HPS MEZZANINE FMV 278911 278911 BROKERAGE BOOK/TAX TIMING DIFFERENCES 6143 HOSTED EVENT (AMERICAN CANCER SOCIETY) 33718 0 0 33718 MEETING EXPENSES 288 0 0 288 MEMBERSHIPS 172 0 0 172 POSTAGE 10 0 0 10 OFFICE EXPENSES 173 0 0 173 UNREALIZED GAIN 1245137 INVESTMENT MANAGEMENT FEES 36144 36144 0 0 FOREIGN TAXES PAID 4880 4880 0 0 TAX PAYMENTS 100 0 0 100