2026-02-02T15:34:34-08:00 2025-10-31 873653362 Montemar Associates PC 930 State St 2nd Fl Santa Barbara CA 93101 990PF 2024-11-01 943228498 RAYMOND AND JOANNE LIN FOUNDATION RAYM 6508683300 449 FAIRWAY DR HALF MOON BAY CA 94019 JOANNE LIN President 2026-02-02 true true Molly Sobhani CPA P01290645 8057785500 2024 2025-03-06 01:10:19Z X 1334177 X 50000 4 4 4 32204 32204 32204 70629 91468 70629 152837 102837 32208 1387 694 693 75 38 37 4222 2111 2111 5684 2843 2841 76220 76220 81904 2843 79061 70933 99994 32208 56582 49248 49248 888377 966644 1284929 944959 1015892 1334177 0 X 703438 703438 241521 312454 944959 1015892 944959 1015892 944959 70933 1015892 1015892 276.192 SHS DODGE & COX BALANCED FUND P 2000-01-01 2025-07-25 30000 20839 9161 9161 LONG-TERM CAPITAL GAIN DISTRIBUTIONS P 2000-01-01 2025-03-26 61468 61468 61468 70629 1390 1390 1390 1867 1867 477 477 false false false false false false false false true CA true false false false false true N/A JOANNE LIN PRESIDENT 6508683300 449 FAIRWAY DR HALF MOON BAY CA 940192200 false false false false false false false false false false false false false false false false false false false false false false JOANNE LIN 449 FAIRWAY DR HALF MOON BAY CA 94019 President 2.00 0 RAYMOND LIN 449 FAIRWAY DR HALF MOON BAY CA 94019 Secretary 2.00 0 JEFFREY LIN 5893 GREENRIDGE RD CASTRO VALLEY CA 94552 Director 2.00 0 MATTHEW LIN 8159 PHAETON DR OAKLAND CA 94605 Director 2.00 0 NONE NONE 0 0 0 0 0 0 0 0 0 1390 1390 1390 1390 0 79061 79061 0 7799 13025 27618 69074 64639 182155 79061 0 79061 261216 0 7799 253417 13025 27618 69074 64639 79061 X ACHIEVEKIDS 3860 MIDDLEFIELD RD PALO ALTO CA 94303 501(C)(3) EDUCATION & THERAPY FOR SPECIAL NEEDS 500 ACLU FOUNDATION PO BOX 97396 WASHINGTON DC 20077 501(C)(3) CIVIL & SOCIAL JUSTICE 2000 ALZHEIMER'S ASSOCIATION-NORCAL CHAP 2290 N 1ST ST STE 101 SAN JOSE CA 95131 501(C)(3) HEALTH, RESEARCH & EDUCATION 2000 AMERICAN HIMALYAN FOUNDATION 909 MONGTOMERY ST STE 4000 SAN FRANCISCO CA 94133 501(C)(3) HEALTH, EDUCATION & SUPPORT SERVICES 500 CHILDHELP 74333 HWY 111 PALM DESERT CA 92260 501(C)(3) CHILD ABUSE SUPPORT & ADVOCACY 1500 EAST PALO ALTO TENNIS AND TUTORING PO BOX 60597 PALO ALTO CA 94306 501(C)(3) EDUCATION & FAMILY SUPPORT SERVICES 500 FEEDING AMERICA PO BOX 96749 WASHINGTON DC 20077 501(C)(3) FIGHTING HUNGER 500 FINE ARTS MUSEUM OF SF PO BOX 884716 SAN FRANCISCO CA 94188 501(C)(3) ARTS SUPPORT 1100 FLORENCE PROJECT PO BOX 654 FLORENCE AZ 85132 501(C)(3) LEGAL & SOCIAL SERVICES FOR MIGRANTS 500 GUIDE DOGS FOR THE BLIND 350 LOS RANCHITOS RD SAN RAFAEL CA 94903 501(C)(3) SOCIAL SERVICES 5000 HABITAT FOR HUMANITY - GREATER SF 645 HARRISON ST STE 201 SAN FRANCISCO CA 94107 501(C)(3) SOCIAL SERVICES 1000 INTERNATIONAL RESCUE COMMITTEE PO BOX 6068 ALBERT LEA MN 56007 501(C)(3) EMERGENCY SUPPORT SERVICES 1000 KQED PO BOX 5003 HAGERSTOWN MD 21741 501(C)(3) PUBLIC BROADCASTING 3000 LARKIN STREET YOUTH CENTER 1138 SUTTER ST SAN FRANCISCO CA 94109 501(C)(3) YOUTH SOCIAL SERVICES 1000 MOONSTAR CHARITABLE ORGANIZATION 405 S CANAL ST SAN FRANCISCO CA 94080 501(C)(3) FOOD INSECURITY RELIEF SERVICES 3500 ON LOK SENIOR SERVICES 225 30TH ST 3RD FL SAN FRANCISCO CA 94131 501(C)(3) SENIOR SOCIAL & HEALTH SERVICES 1000 PENINSULA HUMANE SOCIETY SPCA 12 AIRPORT BLVD SAN MATEO CA 94401 501(C)(3) ANIMAL SERVICES 500 PLANNED PARENTHOOD FEDERATION OF AM 434 WEST 3RD ST NEW YORK NY 10001 501(C)(3) HEALTH & HUMAN SERVICES 2000 PUENTE DE LA COSTA SUR PO BOX 554 PESCADERO CA 94060 501(C)(3) COMMUNITY SERVICES 500 RONALD MCDONALD HOUSE AT STANFORD 520 SAND HILL ROAD PALO ALTO CA 94303 501(C)(3) HEALTH & FAMILY SUPPORT SERVICES 1000 SAVE THE CHILDREN PO BOX 97132 WASHINGTON DC 20077 501(C)(3) HEALTH & HUMAN SERVICES 2000 SELF-HELP FOR THE ELDERLY 731 SANSOME ST STE 100 SAN FRANCISCO CA 94111 501(C)(3) SENIOR HEALTH & SOCIAL SERVICES 16500 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 501(C)(3) CIVIL RIGHTS & LEGAL SERVICES 1000 SUMMER SEARCH 620 DAVIS ST SAN FRANCISCO CA 94111 501(C)(3) EDUCATION & OUTREACH FOR YOUTH 500 TRACE OF HOPE 50 E 8TH ST 4X NEW YORK NY 10003 501(C)(3) EDUCATION & OUTREACH FOR YOUTH 1000 TREVOR PROJECT PO BOX 69232 WEST HOLLYWOOD CA 90069 501(C)(3) CRISIS INTERVENTION & SUICIDE PREVENTION 1000 UC BERKELEY FOUNDATION 1995 UNIVERSITY AVE STE 400 BERKELEY CA 94704 501(C)(3) EDUCATION & COMMUNITY SERVICES 2000 WORLD BICYCLE RELIEF 1000 WEST FULTON MARKET 4TH FL CHICAGO IL 60607 501(C)(3) INTERNATIONAL SOCIAL SERVICES 1000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FL WASHINGTON DC 20001 501(C)(3) DISASTER RELIEF SUPPORT 1000 WORLD WILDLIFE FUND 1250 24TH ST NW WASHINGTON DC 20037 501(C)(3) WORLD WILDLIFE SUPPORT 500 AMERICAN RED CROSS PO BOX 37839 BOONE IA 50037 501(C)(3) HEALTH & HUMAN SERVICES 500 AMERICARES 88 HAMILTON AVE STAMFORD CT 06902 501(C)(3) DISASTER RELIEF 1000 COASTSIDE HOPE 99 AVENUE ALHAMBRA EL GRANADA CA 94018 501(C)(3) HEALTH & HUMAN SERVICES 1500 NAACP LEGAL DEFENSE FUND 700 14TH ST NW STE 600 WASHINGTON DC 20005 501(C)(3) CIVIL RIGHTS & LEGAL SERVICES 500 PENINSULA OPEN SPACE TRUST 222 HIGH ST PALO ALTO CA 94301 501(C)(3) COMMUNITY CONSERVATION 500 SF ASIAN WOMEN'S SHELTER 3543 18TH ST 19 SAN FRANCISCO CA 94110 501(C)(3) COMMUNITY SERVICES 1000 THE OBAMA FOUNDATION 5235 S HARPER ST STE 1140 CHICAGO IL 60615 501(C)(3) COMMUNITY SERVICES 1000 YOUTH TENNIS ADVANTAGE 1717 POWELL ST 100 SAN FRANCISCO CA 94133 501(C)(3) YOUTH EDUCATION & COMMUNITY SERVICES 1000 AAPI YOUTH RISING 2930 DOMINGO AVE 1063 BERKELEY CA 94018 COMMUNITY SOCIAL SERVICES 1000 AAUW PO BOX 1414 EL GRANADA CA 94018 SOCIAL AND EDUCATION SERVICES 550 AMNESTY INTERNATIONAL 311 W 43RD ST 7TH FL NEW YORK NY 10036 HUMAN RIGHTS 500 ASIAN LAW CAUCUS 55 COLUMBUS AVE SAN FRANCISCO CA 94111 CIVIL AND HUMAN RIGHTS 5000 BOYS AND GIRLS CLUB OF THE PENINSUL 1275 PEACHTREE ST NE ATLANTA GA 30309 COMMUNITY SERVICES 500 CALIFORNIA ACADEMY OF SCIENCES 55 MUSIC CONCOURSE DR SAN FRANCISCO CA 94118 NATIONAL SCIENCES EDUCATION 1750 CLARION PERFORMING ARTS CENTER 2 WAVERLY PLACE SAN FRANCISCO CA 94108 COMMUNITY PERFORMING ARTS 500 CALIFORNIA PACIFIC MEDICAL FOUNDATI 2015 STEINER 2ND FL SAN FRANCISCO CA 94115 MEDICAL CARE & RESEARCH 1000 DONORSCHOOSEORG 134 WEST 37TH ST 11TH FL NEW YORK NY 10018 EDUCATION 1720 HMB HS PO BOX 2401 EL GRANADA CA 94018 COMMUNITY SUPPORT FOR LOCAL HIGH SCHOOL 800 LEUKEMIA AND LYMPHOMA SOCIETY 221 MAIN ST SAN FRANCISCO CA 94105 HEALTH SERVICES 100 SENIOR COASTSIDERS 925 MAIN ST HALF MOON BAY CA 94019 SOCIAL SERVICES FOR SENIORS 200 SUSTAINABLE SAN MATEO COUNTY 3182 CAMPUS DR 153 SAN MATEO CA 94403 ECONOMY, EQUITY & ENVIRONMENT ADVOCACY 500 76220 14 4 14 32204 70629 32208 70629 102837 false false false false false false false false false false X X 1 RAYMOND LIN 449 FAIRWAY DR HALF MOON BAY CA 94019 50000 X ACCOUNTING FEES 1387 694 0 693 DODGE & COX BALANCED FUND - CLASS I AT COST 966644 1284929 OFFICE EXPENSES 366 183 183 TELEPHONE AND INTERNET EXPENSES 3856 1928 1928 CALIFORNIA FILING FEES 75 38 37