2026-02-16T15:56:49-06:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 3975 FREEDOM CIRCLE SUITE 400 SANTA CLARA CA 95054 990PF 2024-10-01 940732210 FIVE BRIDGES FOUNDATION FIVE 5106521015 114 LA QUINTA STREET MORAGA CA 94556 CHARLES KALLGREN PRESIDENT 9253767521 2026-02-13 1 0 NORLEEN S BOUNDS P00287731 6508571655 2026-02-13 2024 2025-03-06 01:10:19Z X 12681279 X X 199 199 370285 370285 309231 1111417 309231 679715 679715 60000 6600 45840 38689 0 38689 109626 0 80112 9356 0 0 2785 0 0 220456 6600 164641 490000 490000 710456 6600 654641 -30741 673115 233782 322967 322967 644 644 12325897 12357668 12357668 8680 8680 12559679 12681279 12681279 1271 0 1271 0 X 12558408 12681279 12558408 12681279 12559679 12681279 12558408 -30741 153612 12681279 0 12681279 SEE ATTACHMENT A P 2024-10-01 2025-09-30 1111417 802186 309231 309231 309231 9356 0 9356 0 9356 10000 0 0 0 10000 X 0 644 644 0 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 59626 0 0 12099146 471467 0 12570613 0 0 12570613 188559 12382054 619103 619103 9356 9356 609747 0 609747 0 609747 654641 0 654641 609747 401251 0 0 654641 401251 0 0 253390 0 0 0 0 0 0 0 0 356357 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 490000 490000 0 14 199 14 370285 309231 0 370484 309231 679715 1A MISCELLANEOUS INCOME 0 0 0 0 0 0 0 0 0 0 BAKER TILLY US, LLP 7734 0 7734 HALL, TAI & ASSOCIATES 30955 0 30955 CHARLES SCHWAB #4813 - SECURITIES, BONDS & MUTUAL FUNDS FMV 12357668 12357668 INSURANCE 1677 0 0 BANK CHAGES 266 0 0 POSTAGE & DELIVERY 446 0 0 LICENSE AND FEES 120 0 0 INTERNET/WEBSITE 276 0 0 UNREALIZED GAIN/LOSS 153612 INCOME TAX PAYABLE 1271 0 INVESTMENT MANAGEMENT FEES 59626 0 30112 CONSULTANT - GRANT MANAGEMENT 50000 0 50000 FEDERAL TAX 9356 0 0