2024-05-14T21:49:49-05:00 2023-12-31 943145806 REALIZE CPA LLP 50 CALIFORNIA STREET SUITE 3550 SAN FRANCISCO CA 94111 990PF 2023-01-01 510478343 MCMURTRY FAMILY FOUNDATION OF 2003 MCMU 9414858220 100 WEST VENICE AVENUE SUITE G VENICE FL 34285 ANN K MCMURTRY TRUSTEE 9414858220 2024-05-06 1 ANN MCMURTRY XXX-XX-XXXX 1 TRACY HOM P01085786 4153625990 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 16998915 X X 597 597 478536 478536 421973 1626294 421973 901106 901106 0 0 0 0 0 4900 1225 0 1225 58027 58027 0 0 13492 13292 0 0 76419 72544 0 1225 1742000 1742000 1818419 72544 0 1743225 -917313 828562 0 358448 508049 508049 6547626 7177533 13307804 4932282 3380268 3183062 144331 0 0 11982687 11065850 16998915 0 0 X 0 0 0 0 11982687 11065850 11982687 11065850 11982687 11065850 11982687 -917313 476 11065850 0 11065850 CHARLES SCHWAB #6173 P 2023-01-01 2023-12-31 258100 250234 7866 7866 CHARLES SCHWAB #6173 P 2023-01-01 2023-12-31 708598 716115 -7517 -7517 CHARLES SCHWAB #6173 P 2023-01-01 2023-12-31 611186 237972 373214 373214 CHARLES SCHWAB #6173 CAPITAL GAIN DISTRIBUTIONS P 2023-01-01 2023-12-31 48410 48410 48410 421973 11517 0 11517 0 11517 11306 0 0 0 11306 X 0 211 0 0 0 0 0 0 0 0 0 0 1 1 CA FL 1 0 0 0 0 1 N/A TRACY HOM 4153625990 50 CALIFORNIA STREET SUITE 3550 SAN FRANCISCO CA 94111 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANN K MCMURTRY 620 SAND HILL ROAD 323F PALO ALTO CA 94304 TRUSTEE 1.00 0 0 0 CATHRYN MCMURTRY 620 SAND HILL ROAD 418E PALO ALTO CA 94304 TRUSTEE 1.00 0 0 0 JOHN MCMURTRY 650 COTTON STREET MENLO PARK CA 94025 TRUSTEE 1.00 0 0 0 JILL CHOATE 2390 SE MEADOW COURT GRESHAM OR 97080 TRUSTEE 1.00 0 0 0 ROBERT GOLDMAN 100 LARKSPUR LANDING CIRCLE SUITE 112 LARKSPUR CA 94939 TRUSTEE 1.00 0 0 0 MICHAEL HARTLEY DKE INC 101 WEST VENICE AVENUE VENICE FL 34285 TRUSTEE 1.00 0 0 0 MICHAEL TILLMAN HAILE VILLAGE CTR 5346 SW 91ST TERRACE GAINESVILLE FL 32608 TRUSTEE 1.00 0 0 0 TRACY HOM 50 CALIFORNIA STREET SUITE 3550 SAN FRANCISCO CA 94111 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 THE PURPOSE OF THE FOUNDATION IS TO PROVIDE SUPPORT TO PUBLIC AND CHARITABLE ORGANIZATIONS IN THEIR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. 0 0 16690924 155576 0 16846500 0 0 16846500 252698 16593802 829690 829690 11517 11517 818173 0 818173 0 818173 1743225 0 1743225 818173 0 0 712469 900374 1041757 1184596 1246946 5086142 1743225 0 0 0 818173 925052 0 0 6011194 0 0 0 0 0 0 712469 5298725 900374 1041757 1184596 1246946 925052 X ABODE SERVICES 40849 FREMONT BLVD FREMONT CA 94538 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 50000 ACLU OF NORTHERN CALIFORNIA 39 DRUMM ST SAN FRANCISCO CA 94111 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 1000 AIM HIGH 2030 HARRISON ST 3RD FLOOR SAN FRANCISCO CA 94110 PUBLIC CHARITY TO FURTHER AND PROMOTE EDUCATION EFFORTS. 1200 AMAH MUTSUN LAND TRUST PO BOX 5272 GALT CA 95632 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 4000 AMERICAN MUSEUM OF NATURAL HISTORY 200 CENTRAL PARK WEST NEW YORK NY 10024 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 2500 BEARS WITHOUT BORDERS 48A LINNAEAN ST CAMBRIDGE MA 02138 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 5000 BRENTWOOD SCHOOL 12001 SUNSET BOULEVARD LOS ANGELES CA 90049 PUBLIC CHARITY TO FURTHER AND PROMOTE EDUCATION EFFORTS. 10000 CAMP ELSO 2828 NE ALBERTA ST PORTLAND OR 97211 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 2000 CANARY FOUNDATION 3155 PORTER DR PALO ALTO CA 94304 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 100000 CAREMESSAGE 332 PINE STREET STE 300 SAN FRANCISCO CA 94104 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 100000 CARNEGIE INSTITUTION 1530 P ST NW WASHINGTON DC 20005 PUBLIC CHARITY TO FURTHER AND PROMOTE EDUCATIONAL PURPOSES. 10000 CAUSA JUSTA (JUST CAUSE) PO BOX 7737 OAKLAND CA 94601 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 2500 CLIMA FUND 548 MARKET ST STE 62831 SAN FRANCISCO CA 94104 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 7500 COALITION ON HOMELESSNESS 280 TURK STREET SECOND FLOOR SAN FRANCISCO CA 94102 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 750 COMMUNITY SOLUTIONS INITIATIVE (IEEE) 445 HOES LANE PISCATAWAY NJ 08854 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 100000 COMPUTER HISTORY MUSEUM 1401 N SHORELINE BLVD MOUNTAIN VIEW CA 94043 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 11000 COUNCIL ON FOREIGN RELATIONS 58 EAST 68TH STREET NEW YORK NY 10065 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 1500 CRAG LAW CENTER 3141 E BURNSIDE ST PORTLAND OR 97214 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 3000 CREATIVE GROWTH ART CENTER 355 24TH ST OAKLAND CA 94612 PUBLIC CHARITY TO FURTHER AND PROMOTE EDUCATION EFFORTS. 1000 DEMOS 80 BROAD STREET NEW YORK NY 10004 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 4000 EAST PALO ALTO KIDS FOUNDATION PO BOX 50542 PALO ALTO CA 93940 PUBLIC CHARITY TO FURTHER AND PROMOTE EDUCATION EFFORTS. 1200 EASTSIDE COLLEGE PREPARATORY HIGH SCHOOL 1041 MYRTLE ST EAST PALO ALTO CA 94303 PUBLIC CHARITY TO FURTHER AND PROMOTE EDUCATIONAL PURPOSES. 50000 ELLA BAKER CENTER FOR HUMAN RIGHTS 1419 34TH AVE SUITE 202 OAKLAND CA 94601 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 500 EPACENTER ARTS 1765 E BAYSHORE RD 34 EAST PALO ALTO CA 94303 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 100000 EXPLORATORIUM PIER 15 THE EMBARCADERO SAN FRANCISCO CA 94111 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 150000 FRIENDS OF THE HIGH LINE 820 WASHINGTON STREET NEW YORK NY 10014 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 2500 GUTTMACHER INSTITUTE 125 MAIDEN LN 7 NEW YORK CITY NY 10038 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 5000 HABITAT FOR HUMANITY 500 WASHINGTON ST 250 SAN FRANCISCO CA 94111 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 100000 HOOVER INSTITUTION 434 GALVEZ MALL STANFORD UNIVERSITY PALO ALTO CA 94305 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 2500 INTERNATIONAL RESCUE COMMITTEE 405 14TH STREET 1415 OAKLAND CA 94612 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 50000 KQED 2601 MARIPOSA ST SAN FRANCISCO CA 94110 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 10000 LITERACY FOR ENVIRONMENTAL JUSTICE 800 INNES AVE SAN FRANCISCO CA 94124 PUBLIC CHARITY TO FURTHER AND PROMOTE EDUCATION EFFORTS. 1000 LIVE IN PEACE INC 321 BELL ST EAST PALO ALTO CA 94303 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 500 LUCILLE PACKARD FOUNDATION FOR CHILDREN'S HEALTH 400 HAMILTON AVE 340 PALO ALTO CA 94301 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 100000 MENLO PARK ATHERTON EDUCATION FOUNDATION 181 ENCINAL AVE ATHERTON CA 94027 PUBLIC CHARITY TO FURTHER AND PROMOTE EDUCATIONAL PURPOSES. 5000 MENLO-ATHERTON HIGH SCHOOL FOUNDATION FOR THE FUTURE PO BOX 1228 MENLO PARK CA 94026 PUBLIC CHARITY TO FURTHER AND PROMOTE EDUCATIONAL EFFORTS 35000 MONTEREY BAY AQUARIUM 886 CANNERY ROW MONTEREY CA 93940 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 15000 MUJERES UNIDAS Y ACTIVAS 3543 18TH STREET 23 SAN FRANCISCO CA 94110 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 750 NEW AVENUES FOR YOUTH 314 SW 9TH AVE PORTLAND OR 97205 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 3000 OPAL ENVIRONMENTAL JUSTICE OREGON 2788 SE 82ND AVE UNIT 203 PORTLAND OR 97266 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 3000 OREGON SHAKESPEARE FESTIVAL 15 S PIONEER ST ASHLAND OR 97520 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 100000 OREGON SHAKESPEARE FESTIVAL 15 S PIONEER ST ASHLAND OR 97520 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 100000 PENINSULA COLLEGE FUND 526 VALLEY WAY MILPITAS CA 95035 PUBLIC CHARITY TO FURTHER AND PROMOTE EDUCATION EFFORTS. 1200 PENINSULA OPEN SPACE TRUST 222 HIGH ST PALO ALTO CA 94301 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 15000 PLANNED PARENTHOOD COLUMBIA WILLAMETTE 3727 NE MARTIN LUTHER KING JR BLVD PORTLAND OR 97212 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 3000 PLANTING JUSTICE 319 105TH AVE OAKLAND CA 94603 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 2200 READING PARTNERS 180 GRAND AVE 800 OAKLAND CA 94612 PUBLIC CHARITY TO FURTHER AND PROMOTE EDUCATIONAL PURPOSES. 5000 RICE 360 INSTITUTE FOR GLOBAL HEALTH PO BOX 1892 HOUSTON TX 77251 PUBLIC CHARITY TO FURTHER AND PROMOTE EDUCATIONAL PURPOSES. 25000 ROBIN HOOD FOUNDATION 826 BROADWAY 9TH FLOOR NEW YORK NY 10003 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 1000 ROSE HAVEN NURSING CENTER 740 NW HILL ROSEBURG OR 97471 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 3000 SECOND HARVEST FOOD BANK 750CURTNER AVENUE SAN JOSE CA 95125 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 30000 SEMPERVIRENS FUND 419 S SAN ANTONIO RD 211 LOS ALTOS CA 94022 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 5000 SF ARTS EDUCATION PROJECT 135 VAN NESS AVE SAN FRANCISCO CA 94102 PUBLIC CHARITY TO FURTHER AND PROMOTE EDUCATION EFFORTS. 1200 SOGOREA TE' LAND TRUST 2501 HARRISON ST OAKLAND CA 94612 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 2000 STANFORD FUND PO BOX 20466 STANFORD CA 94309 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 12500 STANFORD UNIVERSITY HOSPITAL PO BOX 20466 STANFORD CA 94309 PUBLIC CHARITY TO FURTHER AND PROMOTE EDUCATIONAL PURPOSES. 15000 STUDENTS RISING ABOVE PO BOX 29174 SAN FRANCISCO CA 94129 PUBLIC CHARITY TO FURTHER AND PROMOTE EDUCATIONAL PURPOSES. 65000 THE WOODS PROJECT 2700 SOUTHWEST FWY HOUSTON TX 77098 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 4000 UC BERKELEY FOUNDATION 1995 UNIVERSITY AVENUE SUITE 401 BERKELEY CA 94704 PUBLIC CHARITY TO FURTHER AND PROMOTE EDUCATION EFFORTS. 190000 UC BERKELEY FOUNDATION 1995 UNIVERSITY AVENUE SUITE 401 BERKELEY CA 94704 PUBLIC CHARITY TO FURTHER AND PROMOTE EDUCATION EFFORTS. 30000 UCLA HEALTH 10920 WILSHIRE BLVD LOS ANGELES CA 90024 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 2500 VILLAGE ENTERPRISE FUND 1161 CHERRY ST G SAN CARLOS CA 94070 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 25000 WHITNEY MUSEUM OF AMERICAN ART 99 GANSEVOORT STREET NEW YORK NY 10014 PUBLIC CHARITY TO FURTHER AND PROMOTE EDUCATION EFFORTS. 1000 WILDER AFRICA FOUNDATION 3431 A ST MARYS ROAD LAFAYETTE CA 94549 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 50000 WOMEN'S AUDIO MISSION 542-544 NATOMA ST SAN FRANCISCO CA 93940 PUBLIC CHARITY TO FURTHER AND PROMOTE CHARITABLE EFFORTS. 500 YOUTH SPIRIT ARTWORKS 1740 ALCATRAZ AVE BERKELEY CA 94703 PUBLIC CHARITY TO FURTHER AND PROMOTE EDUCATION EFFORTS. 1000 1742000 0 14 597 14 478536 14 421973 0 901106 0 901106 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4900 1225 0 1225 INVESTMENT - BONDS 3380268 3183062 INVESTMENT - MUTUAL FUNDS 7177533 13307804 COST BASIS ADJUSTMENT 476 ADVISORY FEES 58010 58010 0 0 OTHER FEES 17 17 0 0 FOREIGN TAXES 13292 13292 0 0 STATE TAXES 200 0 0 0