2026-03-12T15:30:46-05:00 2025-12-31 994784861 BLUE SPHERE TAX INC 1655 N MAIN STREET SUITE 350 WALNUT CREEK CA 94596 990PF 2025-01-01 942480429 ACORN FOUNDATION ACOR 4154532828 30 ACORN WAY KENTFIELD CA 94904 STEPHEN KIMBALL DIRECTOR 4154532828 2026-03-09 1 KAREN E WILSON P00449883 9255045455 2025 2025-03-06 01:10:19Z X 2611160 X X 5702 5702 40439 40439 114771 352236 114771 66 66 160978 160978 0 0 0 6535 4357 2178 32959 21859 11100 1 1 0 4981 109 0 75 0 75 44551 26326 13353 95000 95000 139551 26326 108353 21427 134652 92660 60243 60243 192557 190847 197264 188036 159033 946385 161236 160053 160277 589886 675760 1246145 980 846 846 1225355 1246782 2611160 0 0 X 0 0 0 0 1225355 1246782 1225355 1246782 1225355 1246782 1225355 21427 0 1246782 0 1246782 35 SH APPLE INC 2009-12-30 2025-02-03 8000 265 7735 7735 30 SH APPLE INC 2009-12-30 2025-02-19 7348 227 7121 7121 25 SH ECOLAB INC 2016-07-26 2025-02-03 6252 2994 3258 3258 20 SH ECOLAB INC 2016-07-26 2025-02-19 5317 2395 2922 2922 15 SH INVESCO QQQ TR UNIT SER 1 2021-06-30 2025-02-03 7781 5318 2463 2463 15 SH INVESCO QQQ TR UNIT SER 1 2021-06-30 2025-02-19 8100 5318 2782 2782 45 SH ISHARES RUSSELL 1000INDEX FUND 2016-03-29 2025-02-03 14859 5116 9743 9743 45 SH ISHARES RUSSELL 1000INDEX FUND 2015-01-29 2025-02-19 15182 5047 10135 10135 30 SH ISHARES RUSSELL 1000INDEX FUND 2016-03-29 2025-02-19 10121 3411 6710 6710 125 SH ISHARES RUSSELL 2000ETF 2009-05-07 2025-04-03 23823 6124 17699 17699 105 SH ISHARES RUSSELL 2000ETF 2010-12-09 2025-04-03 20011 8079 11932 11932 25 SH MICROSOFT CORP 1999-12-15 2025-02-03 10328 1320 9008 9008 25 SH MICROSOFT CORP 1999-12-15 2025-02-19 10360 1320 9040 9040 200 SH PEPSICO INC 2016-06-06 2025-04-24 27032 20510 6522 6522 5,418.719 SH PUTNAM ULTRA SHORT DURATION INCOME CL Y 2020-03-13 2025-09-24 55000 54250 750 750 2,463.054 SH PUTNAM ULTRA SHORT DURATION INCOME CL Y 2020-03-13 2025-12-23 25000 24659 341 341 85 SH SPDR S&P500 ETF TRUST UNIT DEPOSIT 2024-01-26 2025-03-14 47722 41429 6293 6293 50,000 SH UNITED STATES TREAS SER AV-2025 4.0% 2023-12-26 2025-12-15 50000 49683 317 317 114771 1872 0 1872 0 1872 2640 0 0 0 2640 0 768 768 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A STEPHEN KIMBALL 4154532828 30 ACORN WAY KENTFIELD KENTFIELD CA 94904 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN C KIMBALL 30 ACORN WAY KENTFIELD CA 94904 DIRECTOR 2.00 0 0 0 ANNE C KIMBALL 1104 FEDERAL AVENUE EAST SEATTLE WA 98102 SECRETARY 1.00 0 0 0 JEFFREY L KIMBALL 2 HORATIO STREET 3M NEW YORK NY 10014 TREASURER 1.00 0 0 0 JULIE C KIMBALL 30 ACORN WAY KENTFIELD CA 94904 DIRECTOR 1.00 0 0 0 PAMELA HOGAN 2 HORATIO STREET 3M NEW YORK NY 10014 PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 THE ACORN FOUNDATION IS A SMALL PRIVATE FOUNDATION DEDICATED TO THE RESTORATION AND PRESERVATION OF A HEALTHFUL GLOBAL ENVIRONMENT. FOUR GRANTS WERE GIVEN IN 2025 TO SUPPORT PUBLIC CHARITIES IN THESE FIELDS. 108353 NONE 0 0 2411861 109729 0 2521590 0 0 2521590 37824 2483766 124188 124188 1872 1872 122316 0 122316 0 122316 108353 0 108353 122316 28813 0 0 108353 28813 0 0 79540 0 0 0 0 0 0 0 0 42776 0 0 0 X COMMON COUNSEL FOUNDATION ALEX SAIN 1624 FRANKLIN STREET 1022 OAKLAND CA 94612 5108342995 GRANTS CAN BE MADE ONLY TO TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEY ARE NOT MADE FOR TAX SUPPORTED INSTITUTIONS, BUDGET DEFICITS, BUILDING FUNDS AND CAPITAL CAMPAIGNS, INDIVIDUALS, MEDICAL AND ACADEMIC RESEARCH OR FILM AND VIDEO PRODUCTIONS. THE FOUNDATION WILL ACCEPT WRITTEN PROPOSALS THROUGHOUT THE YEAR, WITH THE BOARD OF DIRECTORS MEETING TWICE ANNUALLY TO MAKE GRANTS. PROSPECTIVE APPLICANTS SHOULD REQUEST MORE DETAILED INFORMATION REGARDING APPLICATION PROCEDURES, FUNDING CYCLES, ETC. FROM THE FOUNDATION OFFICE. SEE 2B ABOVE SEE 2B ABOVE SOCIAL & ENVIRONMENTAL ENTREPRENEURS INC 23564 CALABASAS ROAD SUITE 201 CALABASAS CA 91302 NONE PC GENERAL SUPPORT 30000 SAVE RGV 613 WEST SAINT CHARLES STREET BROWNSVILLE TX 78520 NONE PC GENERAL SUPPORT 15000 NORTH CAROLINA ENVIRONMENTAL JUSTICE 3434 EDWARDS MILL RD STE 112-378 RALEIGH NC 27612 NONE PC GENERAL SUPPORT 30000 AMIGOS BRAVOS 114 DES GEORGES PLACE TAOS NM 87571 NONE PC GENERAL SUPPORT 20000 95000 0 14 5702 14 40439 14 66 18 114771 OTHER INCOME 01 0 160978 0 160978 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6535 4357 2178 BOND FUNDS 160053 160277 CORPORATE STOCKS 159033 946385 190847 197264 0 0 OTHER EQUITY FUNDS AT COST 603020 1155640 REAL ASSETS AT COST 72740 90505 DIVIDEND RECEIVABLE 980 846 846 FILING FEE 75 0 75 OTHER INCOME 66 66 66 GRANT MANAGEMENT FEES 11100 0 11100 INVESTMENT ADVISOR FEES 21859 21859 0 EXCISE TAX 4872 0 0 FOREIGN TAX 109 109 0