2026-02-27T15:11:54-06:00 2025-09-30 942186350 CALEGARI & MORRIS ACCOUNTANTS 650 CALIFORNIA ST 3RD FLOOR SAN FRANCISCO CA 94108 990PF 2024-10-01 941542559 HARVEY L & MAUD C SORENSEN FOUNDATION C/O KRAMER BLUM & ASSOCIATES HARV 4159812966 PO BOX 6106 SAN RAFAEL CA 94903 DEAN WITTER III CHIEF FINANCIAL OFFICER 4159812966 2026-02-27 1 1 KATHLEEN BURRY P00394887 4159818766 2026-02-27 2024 2025-03-06 01:10:19Z X 52658753 X X 34800 34800 1276733 1276733 3921232 10266243 3921232 25681 25681 5258446 5258446 0 0 0 2719 0 2719 32095 3210 28885 255827 131606 124220 99684 19684 0 17195 3214 13981 407520 157714 169805 2151110 2151110 2558630 157714 2320915 2699816 5100732 396884 191777 191777 1072770 729153 729153 20532123 24370865 39202864 12849814 12259612 12534959 34851591 37551407 52658753 0 0 X 14618095 14618095 0 0 20233496 22933312 34851591 37551407 34851591 37551407 34851591 2699816 0 37551407 0 37551407 BNY MELLON-PUBLICLY TRADED 10266243 6345011 3921232 3921232 3921232 70900 0 70900 0 70900 84039 0 25000 0 109039 X 0 38139 38139 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A KRAMER BLUM ASSOCIATES INC 4159812966 PO BOX 6106 SAN RAFAEL CA 94903 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DEAN WITTER III PO BOX 6106 SAN RAFAEL CA 94903 TRUSTEE & CFO 0.00 0 0 0 DUNCAN COOK MCCORMACK IV PO BOX 6106 SAN RAFAEL CA 94903 TRUSTEE & PRESIDENT 0.00 0 0 0 HOUSTON NELSON TUEL III PO BOX 6106 SAN RAFAEL CA 94903 TRUSTEE 0.00 0 0 0 LESLIE TUEL PO BOX 6106 SAN RAFAEL CA 94903 TRUSTEE & SECRETARY 0.00 0 0 0 SILVIO REGGIARADO III PO BOX 6106 SAN RAFAEL CA 94903 TRUSTEE 0.00 0 0 0 CHRISTY LINDLEY-BACCHETTI PO BOX 6106 SAN RAFAEL CA 94903 TRUSTEE 0.00 0 0 0 NONE 0 DODGE & COX INVESTMENTS 555 CALIFORNIA ST 40TH FL SAN FRANCISCO CA 94104 INVESTMENT ADVISORS 112573 KRAMER BLUM & ASSOC PO BOX 6106 SAN RAFAEL CA 94903 CONSULTING 87214 0 0 50017032 2000182 0 52017214 0 0 52017214 780258 51236956 2561848 2561848 70900 70900 2490948 0 2490948 0 2490948 2320915 0 2320915 2490948 2137777 0 0 2320915 2137777 0 0 183138 0 0 0 0 0 0 0 0 2307810 0 0 0 X BEN RICHEY BOYS AND FAMILY PROGRAM PO BOX 6839 ABILENE TX 79608 PC FOR GENERAL OPERATING SUPPORT AT THE ALBANY CAMPUS 53444 CALIFORNIA POLYTECHNIC STATE UNIVERSITY COLLEGE OF AGRICULTURE ONE GRAND AVE SAN LUIS OBISPO CA 93407 PC FOR SUPPORT THE EARN BY DOING INTERNSHIPS AND SUMMER UNDERGRADUATE RESEARCH PROGRAM 50000 CALIFORNIA RANGELAND TRUST 3900 LENNANE DRIVE SUITE 210 SACRAMENTO CA 95834 PC FOR GENERAL OPERATING SUPPORT 50000 DUCKS UNLIMITED 3074 GOLD CANAL DRIVE RANCHO CORDOVA CA 956706116 PC FOR THE KLAMATH BASIN INITIATIVE AND THE CALIFORNIA WETLANDS INITIATIVE 160333 FRIENDS OF HUDDART & WUNDERLICH PARKS PO BOX 620767 WOODSIDE CA 94062 PC TO SUPPORT NATURE EDUCATION PROGRAMS 10000 HILLSDALE COLLEGE 33 EAST COLLEGE STREET HILLSDALE MI 49242 PC FOR STUDENT SCHOLARSHIPS 75000 MOTHER TERESA MATERNITY HOME OF EL DORADO COUNTY PO BOX 991 PLACERVILLE CA 95667 PC FOR GENERAL OPERATING SUPPORT 25000 MOUNT SHASTA SISSON MUSEUM 1 NORTH OLD STAGE ROAD MT SHASTA CA 96067 PC FOR THE MUSEMUM'S EXHIBITS 15000 DIXON GAME & CONSERVATION CLUB 250 W MAYES STREET DIXON CA 95620 PC FOR THE YOUTH LIFETIME HUNTING LICENSE PROGRAM 25000 PACIFIC LEGAL FOUNDATION 930 G STREET SACRAMENTO CA 95814 PC FOR GENERAL OPERATING SUPPORT 75000 PENINSULA COLLEGE FUND 526 VALLEY WAY MILPITAS CA 95035 PC FOR GENERAL OPERATING SUPPORT 100000 RIATA RANCH INTERNATIONAL PO BOX 1165 THREE RIVERS CA 93271 PC FOR GENERAL OPERATING SUPPORT 25000 SACRAMENTO CHILDREN'S HOME 2750 SUTTERVILLE ROAD SACRAMENTO CA 95820 PC FOR THE CRISIS NURSERY 15000 SACRAMENTO CASA PROGRAM BICENTENNIAL CIRCLE SUITE 220 SACRAMENTO CA 95820 PC FOR GENERAL SUPPORT 10000 SAND COUNTY FOUNDATION 131 W WILSON STREET SUITE 610 MADISON WI 53703 PC FOR GENERAL SUPPORT 40000 UC DAVIS SCHOOL OF VETERINARY MEDICINE PO BOX 1167 DAVIS CA 95616 PC TO SUPPORT THE CALIFORNIA VETERINARY EMERGENCY TEAM (CVET) 100000 UNIVERSITY OF CALIFORNIA SAN FRANCISCO 220 MONTGOMERY STREET 5TH FL SAN FRANCISCO CA 94104 PC FOR GENERAL OPERATING SUPPORT FOR THE DEPARTMENT OF UROLOGY 53444 UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION PO BOX 45339 SAN FRANCISCO CA 941450339 PC TO ENCOURAGE CHILD AND ADOLESCENT PSYCHIATRY FELLOWS AND OTHER PROFESSIONALS AT CALIFORNIA'S ACCREDITED MEDICAL SCHOOLS AND SCHOOLS OF SOCIAL WORK TO PURSUE RESEARCH AND CLINICAL PRACTICE THAT WILL RESULT IN EFFECTIVE TREATMENTS AND PREVENTIONS FOR CHILDREN WITH PSYCHIATRIC DISORDERS. 1068889 YOLO CRISIS NURSERY 1477 DREW AVE SUITE 103 DAVIS CA 95618 PC FOR GENERAL OPERATING SUPPORT 200000 2151110 0 14 34800 14 1276733 14 25681 18 3921232 0 5258446 0 5258446 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 32095 3210 28885 FORM 990-PF - PART VII-B 1A(4) REIMBURSEMENT OF EXPENSES PAID TO TRUSTEES AND PAYMENT FOR PROFESSIONAL SERVICES RENDERED WERE REASONABLE IN AMOUNT AND THUS AN EXCEPTED ACT AS DESCRIBED IN REGULATION SECTION 53.4941(D)-3(C) DODGE & COX INC FD-SEE EXHIBIT 1, PAGE 1 12259612 12534959 CORPORATE STOCKS-SEE EXHIBIT 1 24370865 39202864 LEGAL FEES 2719 0 2719 CA REGISTRY OF CHARITABLE TRUSTS 200 0 200 OFFICE EXPENSE 9612 0 9612 ADR FEE 3214 3214 0 INSURANCE 3302 0 3302 WEBSITE 867 0 867 OTHER INCOME 2276 2276 2276 MISCELLANEOUS INCOME 23405 23405 23405 INVESTMENT ADVISORY FEES 112573 112573 0 BNY ADMIN FEES 20625 10312 10312 CONSULTING FEES(KRAMER) 87214 8721 78493 ACCOUNTING FEES-AUDIT 35415 0 35415 IRS EXCISE 80000 0 0 FOREIGN TAX 19684 19684 0