2024-10-10T10:00:28-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 822606745 Westridge Foundation % Foundation Source WEST 8008391754 1125 Westridge Drive Portola Valley CA 94028 andrew rachleff secretary 8008391754 2024-10-02 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 5924985 X 1212803 2963 2963 195793 195793 462647 6967161 1674026 1874206 1872782 92767 92767 18256 18256 41682 16682 25000 3400 3231 3231 37058 37058 196394 16682 176312 3743000 3743000 3939394 16682 3919312 -2065188 1856100 341389 166786 166786 6729224 4838639 5758199 7070613 5005425 5924985 0 0 X 7070613 5005425 7070613 5005425 7070613 5005425 7070613 -2065188 5005425 5005425 Publicly-traded Securities 6967161 5293135 1674026 1674026 1674026 25800 25800 25800 2998 0 22900 25898 X 15 83 83 false false false false false false true true true CA true false false false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false true true false false false false false false false false false false false false false false false false false Robert Guenley 1125 Westridge Drive Portola Valley CA 94028 Dir 2.0 0 0 0 Andrew Rachleff 1125 Westridge Drive Portola Valley CA 94028 CFO, Dir, Sec 1.0 0 0 0 Debra S Rachleff 1125 Westridge Drive Portola Valley CA 94028 Executive Dir, Pres, Chairman 1.0 0 0 0 Shelby E Rachleff 1125 Westridge Drive Portola Valley CA 94028 Dir 40.0 92767 10886 0 6861914 275184 0 7137098 0 7137098 107056 7030042 351502 351502 25800 25800 325702 325702 325702 3919312 0 0 0 0 3919312 325702 2021 2020 2019 1168764 1240940 1260995 1199506 1808845 6679050 3919312 325702 3593610 10272660 0 1168764 9103896 1240940 1260995 1199506 1808845 3593610 NONE X 18 REASONS 3674 18TH ST SAN FRANCISCO CA 94110 N/A PC General & Unrestricted 10000 AIM FOR MENTAL HEALTH PO BOX 4294 CARMEL CA 93921 N/A PC General & Unrestricted 10000 ARCTIC ICE PROJECT 861 HURLINGAME AVE STE G REDWOOD CITY CA 94063 N/A PC General & Unrestricted 5000 CALIFORNIA COLLEGE OF THE ARTS 1111 EIGHTH ST SAN FRANCISCO CA 94107 N/A PC to support the CCA Wattis Leadership Circle 25000 CALIFORNIA COLLEGE OF THE ARTS 1111 EIGHTH ST SAN FRANCISCO CA 94107 N/A PC Wattis Institute New Growth Fund 50000 CARMEL CARES 225 CROSSROADS BLVD 285 CARMEL CA 93923 N/A PC for Scenic Pathway improvement and care 10000 DAMON RUNYON CANCER RESEARCH FND 1 EXCHANGE PLZ STE 302 NEW YORK NY 10006 N/A PC Damon Runyon Rachleff Innovation Award 200000 DAMON RUNYON CANCER RESEARCH FND 1 EXCHANGE PLZ STE 302 NEW YORK NY 10006 N/A PC General & Unrestricted 10000 DOGWOOD ANIMAL RESCUE PROJECT INC 1415 FULTON RD STE 205 SANTA ROSA CA 95403 N/A PC General & Unrestricted 5000 EASTSIDE COLLEGE PREPARATORY SCHOOL INC 1041 MYRTLE ST E PALO ALTO CA 94303 N/A PC Eastside College Prep Scholarship fund 40000 FILM INDEPENDENT INC 5670 WILSHIRE BLVD 9TH FL LOS ANGELES CA 90036 N/A PC to support IDIOTKA directed by Nastasya Popov 27000 FRIENDS OF THE BRITISH COUNCIL USA 1025 CONNECTICUT AVE STE 1000 WASHINGTON DC 20036 N/A PC To support the British Council's John Akomfrah Commission 20000 FROM THE HEART PRODUCTIONS INC 1013 HARBOR BLVD 53 OXNARD CA 93035 N/A PC to support PAPER TRAIL directed by Rachael Moton 21500 I HAVE A DREAM FOUNDATION 322 8TH AVE STE 202 NEW YORK NY 10001 N/A PC General & Unrestricted 5000 MEALS ON WHEELS OF SAN FRANCISCO INC 2142 JERROLD AVE SAN FRANCISCO CA 94124 N/A PC Charitable Event 30000 MEALS ON WHEELS OF SAN FRANCISCO INC 2142 JERROLD AVE SAN FRANCISCO CA 94124 N/A PC General & Unrestricted 112000 MONTAGE HEALTH FOUNDATION 40 RYAN COURT STE 200 MONTEREY CA 93940 N/A PC General & Unrestricted 25000 OPERATION RAINBOW INC 4200 PARK BLVD PMB 157 OAKLAND CA 94602 N/A PC General & Unrestricted 5000 PENINSULA HUMANE SOCIETY & SPCA 1450 ROLLINS RD BURLINGAME CA 94010 N/A PC General & Unrestricted 5000 PORTLAND ART MUSEUM 1219 SW PARK AVE PORTLAND OR 97205 N/A PC Charitable Event 7500 PORTLAND ART MUSEUM 1219 SW PARK AVE PORTLAND OR 97205 N/A PC To support Center for Untold Tomorrow 10000 SAN FRANCISCO FILM SOCIETY 455 9TH ST SAN FRANCISCO CA 94103 N/A PC General & Unrestricted 25000 SAN FRANCISCO FILM SOCIETY 455 9TH ST SAN FRANCISCO CA 94103 N/A PC To support SFFILM Invest 10000 SAN FRANCISCO FILM SOCIETY 455 9TH ST SAN FRANCISCO CA 94103 N/A PC Charitable Event 5000 SAN FRANCISCO FILM SOCIETY 455 9TH ST SAN FRANCISCO CA 94103 N/A PC SFFILM Festival Sponsorship 10000 SAN FRANCISCO FILM SOCIETY 455 9TH ST SAN FRANCISCO CA 94103 N/A PC Doc Stories Sponsorship 5000 SAN FRANCISCO MUSEUM OF MODERN ART 151 3RD ST SAN FRANCISCO CA 94103 N/A PC To support media arts, currently led by Rudolph Frieling 25000 SAN FRANCISCO SOCIETY FOR THE PREVENTION OF CRUELT 201 ALABAMA ST SAN FRANCISCO CA 94103 N/A PC SF SPCA Holiday Window Sponsorship 10000 STANFORD UNIVERSITY 485 BROADWAY 4TH FL MC 5470 REDWOOD CITY CA 94063 N/A PC To Support the Research of Dr. Justin Sonnenburg in the School of Medicine 10000 STANFORD UNIVERSITY - GSB 655 KNIGHT WAY STANFORD CA 94305 N/A PC Dean's Fund and Early Career Pre-MBA Pilot Program Fund 200000 SUNDANCE INSTITUTE PO BOX 684429 PARK CITY UT 84068 N/A PC General & Unrestricted 25000 THE MUSEUM OF THE AFRICAN DIASPORA 685 MISSION ST SAN FRANCISCO CA 94105 N/A PC Emerging Artist Program (EAP) 50000 THE MUSEUM OF THE AFRICAN DIASPORA 685 MISSION ST SAN FRANCISCO CA 94105 N/A PC Support of Ongoing Online Education Programs 25000 TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 2929 WALNUT ST STE 300 PHILADELPHIA PA 19104 N/A PC for the Engineering School 10000 UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION 501 CANAL BLVD STE E LOCKBOX 45339 RICHMOND CA 94804 N/A PC support for for Clinical Trials program for Innovation Program in Remyelination and Repair under supervision of Ari Green and Jonah Chan 2250000 UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION 501 CANAL BLVD STE E LOCKBOX 45339 RICHMOND CA 94804 N/A PC Research support for Michael Wilson Fund 400000 VIA ART FUND INC 219 W 19TH ST 2ND FL NEW YORK NY 10011 N/A PC General & Unrestricted 25000 WORLD CENTRAL KITCHEN INCORPORATED 200 MASSACHUSETTS AVE NW 7TH FL WASHINGTON DC 20001 N/A PC General & Unrestricted 25000 3743000 14 2963 14 195793 18 462647 661403 661403 false false false false false false false false false false X X 1 Rachleff Family Revocable Trust 900 Middlefield Road Redwood City CA 94063 1212803 X 1 UBER , 19500 sh. 1212803 2023-12-19 Robert Guenley *ROBERT GUENLEY, DIRECTOR OF WESTRIDGE FOUNDATION (THE "FOUNDATION"), IS A DISQUALIFIED PERSON WHO PROVIDES ADMINISTRATIVE SERVICES TO THE FOUNDATION. DURING TAXABLE YEAR ENDING DECEMBER 31, 2023, THE FOUNDATION PAID $25,000 FOR ADMINISTRATIVE SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH DP BILLED THE FOUNDATION AT OR BELOW THE FAIR MARKET RATE FOR SUCH SERVICES. INVESCO EMERGING MARKETS SOVER 1500 1650 ISHARES CORE MSCI EMERGING MAR 627431 666392 ISHARES IBOXX $ INVESTMENT GRA 527333 574768 ISHARES JP MORGAN USD EM MKTS 369873 398811 VANGUARD DIVIDEND APPRECIATION 620019 861542 VANGUARD FTSE DEVELOPED MARKET 917543 1037034 VANGUARD FTSE EMERGING MARKETS 206631 211049 VANGUARD SF REIT ETF 734439 804960 VANGUARD TOTAL STOCK MARKET ET 833870 1201993 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $3,743,000. This amount represents 25% or more of the Foundation's net assets of $7,836,616 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 36175 36175 Payroll Processing Fees 543 543 Postage/Delivery Service 265 265 State or Local Filing Fees 75 75 Administration of Foundation 25000 25000 Investment Management Services 16682 16682 990-PF Estimated Tax for 2023 2900 990-PF Extension for 2022 500