2026-03-20T22:39:42-04:00 2025-12-31 823120630 COASTSIDE TAX CONSULTANTS 225 CABRILLO HWY S STE 105D HALF MOON BAY CA 94019 990 2025-01-01 942751105 PENINSULA SCHOOL ENDOWMENT AND TRUST FUND PENI 6502072812 380 HAMILTON AVENUE PO BOX 1073 PALO ALTO CA 94302 DAVID QUINN TRUSTEE 6502072812 2026-03-12 CINDY CHONG P00787696 6507135089 2026-03-12 X 2025 2025-03-06 01:10:19Z DAVID QUINN 665 12TH AVENUE MENLO PARK CA 94025 816148 false X X 1970 CA ANNUALLY CONTRIBUTE, WITHOUT RESTRICTIONS, TO GENERAL FUND OF PENINSULA SCHOOL, LTD., WHICH IS A 501(C)(3) ORGANIZATION. ALSO, BUILD A NEST EGG FOR UNFORSEEN EMERGENCIES OF THAT SCHOOL. 3 3 0 3 0 7060 8840 0 98013 303985 0 105073 312825 25000 50000 0 0 0 0 1946 2136 26946 52136 78127 260689 2065183 2246461 0 2065183 2246461 ANNUALLY CONTRIBUTE, WITHOUT RESTRICTIONS, TO GENERAL FUND OF PENINSULA SCHOOL, LTD., WHICH IS A 501(C)(3) ORGANIZATION. ALSO, BUILD A NEST EGG FOR UNFORSEEN EMERGENCIES OF THAT SCHOOL. false false 50000 50000 ORGANIZATION CONTINUES TO SUPPORT THE PENINSULA SCHOOL. 50000 true true false false false false false false false true false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 0 0 false 0 false false false false false false false false X 3 3 false false false false false false false true true false false true true true true true true false false false CA X X DAVID QUINN 6502072812 665 12TH AVENUE MENLO PARK CA 94025 X ALISON ELLIOTT TRUSTEE 1.00 X X 0 0 0 DAVID QUINN TRUSTEE 1.00 X X 0 0 0 ELLEN WILKINSON TRUSTEE 1.00 X X 0 0 0 false false false 8840 8840 45602 45602 706987 54719 503323 203664 54719 258383 203664 54719 312825 203664 100321 50000 50000 600 600 1080 1080 PO BOX RENTAL 192 192 GOOGLE WORKSPACE 106 106 FIDELITY FEES 83 83 TAXES AND FEES 75 75 52136 50000 2136 0 2065183 2246461 2065183 2246461 0 0 X 2065183 2246461 2065183 2246461 2065183 2246461 X 260689 -79411 X false false X X X 1 PENINSULA SCHOOL LTD PENINSULA SCHOOL LTD 941186181 2 true 50000 0 1 50000 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2065183 8840 224574 50000 2135 2246461 1757956 7060 327113 25000 1946 2065183 1444253 13100 327134 25000 1531 1757956 1738589 20880 -288519 25000 1697 1444253 1416133 34565 314531 25000 1640 1738589 1.00000 false false SCHEDULE D, PAGE 2, PART V, LINE 4 SUPPORT THE GENERAL FUND OF PENINSULA SCHOOL, LTD. AND ALSO, BUILD A NEST EGG FOR UNFORSEEN EMERGENCIES OF THAT SCHOOL. true PENINSULA SCHOOL LTD 920 PENINSULA WAY MENLO PARK CA 94025 941186181 501C3 50000 CASH SUPPORT FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS PREPARED AND PRESENTED TO TRUSTEES FOR REVIEW. AFTER APPROVAL, TRUSTEE SIGNS THE E-FILE AUTHORIZATION FORMS SO THAT FORM 990 CAN BE ELECTRONICALLY FILED. FORM 990, PAGE 6, PART VI, LINE 12C ALL TRUSTEES REVIEW THE GOVERNANCE POLICIES AND THEN SIGN THE "ANNUAL AFFIRMATION OF GOVERNANCE POLICIES BY CURRENT TRUSTEES- AND FORWARD A COPY BY US MAIL OR HAND-DELIVER TO TRUSTEE DAVID QUINN FOR RETENTION. (DAVID QUINN FUNCTIONS AS THE FUND'S SECRETARY, IN ADDITION TO BEING A TRUSTEE) FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 INVESTMENTS OWNED BY PENINSULA SCHOOL ENDOWMENT AND TRUST FUND ON DECEMBER 31,2025: -6057.337 SHARES PRILX 340,058.89 CUSTODIAN: FIDELITY INVESTMENTS -617.909 SHARES VFIAX 390,419.62 CUSTODIAN: FIDELITY INVESTMENTS -1,357.257 SHARES VIG 298,297.94 CUSTODIAN: FIDELITY INVESTMENTS -807.353 SHARES VUG 393,875.23 CUSTODIAN: FIDELITY INVESTMENTS -2,307.376 SHARES JPST 116,730.15 CUSTODIAN: FIDELITY INVESTMENTS -5098.254 SHARES SCHF 122,562.02 CUSTODIAN: FIDELITY INVESTMENTS -2478.643 SHARES STIP 253,788.25 CUSTODIAN: FIDELITY INVESTMENTS -5,119.370 SHARES VTIP 253,204.04 CUSTODIAN: FIDELITY INVESTMENTS -77,524.550 SHARES SPAXX 77,524.550 CUSTODIAN: FIDELITY INVESTMENTS TOTAL VALUE AS OF 12/31/2025 IS 2,246,460.69