2026-04-08T15:23:08-05:00 2025-12-31 331197384 ANDERSEN TAX LLC 333 BUSH STREET SUITE 1700 SAN FRANCISCO CA 94104 990PF 2025-01-01 912148156 DAN AND STACEY CASE FAMILY FOUNDATION DANA 4154418255 200 WALNUT STREET SAN FRANCISCO CA 94118 STACEY CASE PRESIDENT 4154418255 2026-04-08 1 STEVE DEHAAN P00743421 4157642700 2025 2025-03-06 01:10:19Z X 15856353 X 100000 X 11643 11643 419660 419660 291166 1206320 291166 822469 722469 0 0 0 0 0 3111 0 0 3111 26000 13000 0 13000 39066 39066 0 0 4676 4601 0 75 2126 0 0 2126 8006 0 0 8006 82985 56667 0 26318 668819 668819 751804 56667 0 695137 70665 665802 0 6035223 6158684 6158684 8076421 9505930 9505930 278911 191739 191739 14390555 15856353 15856353 31089 68000 31089 68000 X 14472780 14472780 0 0 -113314 1315573 14359466 15788353 14390555 15856353 14359466 70665 1358222 15788353 0 15788353 PUBLICLY TRADED SECURITIES 535000 529182 5818 5818 PUBLICLY TRADED SECURITIES 24801 34411 -9610 -9610 PUBLICLY TRADED SECURITIES 233003 230000 3003 3003 PUBLICLY TRADED SECURITIES 146456 114400 32056 32056 PUBLICLY TRADED SECURITIES 1310 1197 113 113 DISTRIBUTION IN EXCESS OF BASIS - HPS MEZZANINE PRIVATE INVESTORS OFFSHORE 2025-12-31 102613 5964 96649 96649 CAPITAL GAINS DIVIDENDS P 163137 163137 163137 291166 9255 0 9255 0 9255 27313 0 0 0 27313 X 0 18058 18058 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A STACEY CASE 9497944802 200 WALNUT 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 STACEY CASE 200 WALNUT STREET SAN FRANCISCO CA 94118 PRESIDENT 5.00 0 0 0 JOHN D CASE 200 WALNUT STREET SAN FRANCISCO CA 94118 TREASURER 1.00 0 0 0 CHARLOTTE CASE 200 WALNUT STREET SAN FRANCISCO CA 94118 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 9597488 6004983 236427 15838898 0 0 15838898 237583 15601315 780066 780066 9255 9255 770811 0 770811 0 770811 695137 0 695137 770811 502627 0 0 695137 502627 0 0 192510 0 0 0 0 0 0 0 0 578301 0 0 0 STACEY CASE X ABILITYPATH 350 TWIN DOLPHIN DR STE 123 REDWOOD CITY CA 94065 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 2500 ALUMNI AND FRIENDS OF THE LONDON SCHOOL OF ECONOMICS IN THE USA PO BOX 17510 ARLINGTON VA 22216 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 25000 AMERICAN CANCER SOCIETY PO BOX 7899 SAN FRANCISCO CA 941207899 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 60000 ATHERTON POLICE DEPARTMENT 80 FAIR OAKS LN ATHERTON CA 94027 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 1000 BOYS & GIRLS CLUBS OF SF 380 FULTON ST SAN FRANCISCO CA 94102 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 65000 BRANSON ANNUAL FUND 39 FERNHILL AVENUE ROSS CA 94597 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 2000 CENTER FOR REPRODUCTIVE RIGHTS 950 MASON ST SAN FRANCISCO CA 94108 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 10000 CENTER FOR VOLUNTEER AND NONPROFIT LEADERSHIP 1 MCLNNIS PKWY SUITE 175 SAN RAFAEL CA 94903 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 5000 CPMC FOUNDATION 2015 STEINER ST SAN FRANCISCO CA 94115 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 25000 EAGLEBROOK SCHOOL ANNUAL FUND 271 PINE NOOK ROAD PO BOX 7 DEERFIELD MA 01342 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 1000 EXPLORATORIUM 17 PIER STE 100 SAN FRANCISCO CA 94111 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 25000 FINE ARTS MUSEUMS OF SAN FRANCISCO 50 HAGIWARA TEA GARDEN DR SAN FRANCISCO CA 94118 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 23250 FOUNDATION OF CITY COLLEGE PO BOX 40488 SAN FRANCISCO CA 94140 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 1000 FRIENDS OF THE CHILDREN 44 NE MORRIS ST PORTLAND OR 97212 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 5000 GLADSTONE FOUNDATION 1650 OWENS ST SAN FRANCISCO CA 94158 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 10000 GOLDEN GATE NATIONAL PARKS CONSERVANCY PO BOX 7818 SAN FRANCISCO CA 94120 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 30150 HARVARD BUSINESS SCHOOL 124 MOUNT AUBURN STREET CAMBRIDGE MA 02138 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 20000 HOOVER INSTITUTION 434 GALVEZ MALL STANFORD UNIVERSITY STANDFORD CA 94305 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 100000 LDYLLWILD ARTS ACADEMY 52500 TEMECULA ROAD 38 IDYLLWILD CA 92549 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 1000 MARIN COMMUNITY FOUNDATION 5 HAMILTON LNDG STE 200 NOVATO CA 94949 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 51669 NEAR EAST FOUNDATION 110 W FAYETTE ST STE 710 SYRACUSE NY 13202 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 1000 NEW YORK CITY BALLET 20 LINCOLN CENTER NEW YORK NY 10023 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 59550 PATH NORTH LEADERSHIP COUNCIL 1717 RHODE ISLAND AVE NW SUITE 900 WASHINGTON DC 20036 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 25000 PRINCETON ANNUAL FUND 701 CARNEGIE CENTER STE 438 PRINCETON NJ 08540 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 7000 PUNAHOU SCHOOL 1601 PUNAHOU STREET HONOLULU HI 96822 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 1000 SACRED HEART SCHOOLS ATHERTON 150 VALPARAISO AVE ATHERTON CA 94027 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 2000 SAFARI WEST WILDLIFE FOUNDATION 3115 PORTER CREEK ROAD SANTA ROSA CA 95404 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 5000 SAN FRANCISCO BALLET 455 FRANKLIN STREET SAN FRANCISCO CA 94102 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 15000 SAN FRANCISCO FOUNDATION 1 EMBARCADERO CTR STE 1400 SAN FRANCISCO CA 94111 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 5000 SAN FRANCISCO HOST COMMITTEE 1 DR CARLTON B GOODLETT PL SAN FRANCISCO CA 94102 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 10000 SAN FRANCISCO UNIVERSITY HIGH SCHOOL 3065 JACKSON STREET SAN FRANCISCO CA 94115 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 3500 SHREE SAINT BABA MEHRDAS FOUNDATION 7 INNKEEPER RD OLD TAPPAN NJ 07675 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 1000 SONOMA VALLEY AUTHORS FESTIVAL 3053 FILLMORE STREET 244 SAN FRANCISCO CA 94123 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 6000 STUART HALL ANNUAL GIVING 2222 BROADWAY SAN FRANCISCO CA 94115 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 2000 SUMMER SEARCH FOUNDATION 2201 BROADWAY OAKLAND CA 94612 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 5000 TEACH MEN TO FISH2 PO BOX 100511 U PARK POST OFFICE 3800 BUCHTEL BLVD DENVER CO 80210 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 1000 THE CANCER LEAGUE 6114 LA SALLE AVE PMB 534 OAKLAND CA 94611 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 10000 THE HAMLIN SCHOOL 2120 BROADWAY ST SAN FRANCISCO CA 94115 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 2000 THE MORGAN LIBRARY & MUSEUM 225 MADISON AVE NEW YORK NY 10016 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 6200 TOWN SCHOOL 2750 JACKSON ST SAN FRANCISCO CA 94115 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 1000 UC BERKELEY LETTERS & SCIENCES 1995 UNIVERSITY AVE SUITE 400 BERKELEY CA 94704 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 1000 UCSF CHANCELLORS CIRCLE 550 16TH ST 7TH FLOOR SAN FRANCISCO CA 94143 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 25000 UCSF FOUNDATION CAMPUS BOX 0248 SAN FRANCISCO CA 94143 NONE PC TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES 11000 668819 0 14 11643 14 419660 18 291166 0 722469 0 722469 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 26000 13000 0 13000 PART VII-A, LINE 12 THE FOUNDATION DISTRIBUTED $349,306 TO A DONOR ADVISED FUND OVER WHICH THE FOUNDATION OR A DISQUALIFIED PERSON HAD ADVISORY PRIVILIGES. THE DISTRIBUTED AMOUNT IS TREATED AS A QUALIFYING DISTRIBUTION. THE FUNDS WILL BE USED TO ACCOMPLISH A PURPOSE DESCRIBED IN SECTION 170(C)(2)(B) AS THE DONOR ADVISED FUND MAKES DISTRIBUTEIONS OF THE FUNDS TO ORGANIZATIONS WHICH ARE ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. ACCENTURE PLC (ACN) 29245 29245 ALLEGION PLC (ALLE) 24520 24520 ALPHABET INC (GOOG) 37873 37873 ARAMARK (ARMK) 34722 34722 ARCH CAPITAL GROUP LTD (ACGL) 16210 16210 ARTISAN INTERNATIONAL INST (APHI) 715110 715110 ARTISAN INTL VAL-INST (APHK) 916792 916792 AVERY DENNISON CORP (AVY) 38559 38559 BERKSHIRE HATHAWAY INC CL B (BRK) 26138 26138 BOOKING HOLDINGS INC (BKNG) 42843 42843 CAPITAL ONE FINANCIAL CORP (COF) 23509 23509 CARLISLE COS INC (CSL) 11515 11515 CARRIER GLOBAL CORP (CARR) 31651 31651 CDW CORP/DE (CDW) 21383 21383 CSX CORP (CSX) 22076 22076 DOLLAR TREE INC (DLTR) 20912 20912 FERGUSON CORP PLC (FERG) 38738 38738 FIDELITY 500 INDEX FUND (FXAI) 2991801 2991801 FIDELITY INTL INDX-INST PRM (FSPS) 828677 828677 FRESENIUS MEDICAL CARE ADR (FMS) 18079 18079 ISHARES MSCI ALL COUNTRY ASI (AAXJ) 646439 646439 ISHARES RUSSEL 2000 ETF (IWIM) 439642 439642 ISHARES RUSSELL 1000 GROWTH (IWF) 1313408 1313408 KONINKLIJKE PHILIPS NVR-NY (PHG) 26863 26863 MASCO CORP (MAS) 25384 25384 PROGRESSIVE CORP (PGR) 13891 13891 QUEST DIAGNOSTICS INC (DGX) 27071 27071 SCHLUMBERGER LTD (SLB) 15390 15390 SCHWAB (CHARLES) CORP (SCHW) 57348 57348 SONY GROUP CORP-SP ADR (SONY) 21786 21786 SYSCO CORP (SYY) 22697 22697 UNILEVER PLC-SPONSORED ADR (UL) 25244 25244 UNITED HEALTH GROUP INC (UNH) 19476 19476 US DOLLAR JPM DEPOSIT SWEEP 40476 40476 VANGUARD FTSE EMERGING MKTS (VWO) 373202 373202 VANGUARD MID-CAP ETF (VO) 514850 514850 BECTON DICKINSON AND CO (BDX) 32410 32410 HPS MEZZANINE FMV 191739 191739 LEGAL FEES 3111 0 0 3111 HOSTED EVENT (AMERICAN CANCER SOCIETY) 7264 0 0 7264 MEMBERSHIPS 267 0 0 267 OFFICE EXPENSES 475 0 0 475 UNREALIZED GAIN 1358222 INVESTMENT MANAGEMENT FEES 39066 39066 0 0 FOREIGN TAXES PAID 4601 4601 0 0 TAX PAYMENTS 75 0 0 75