2024-12-17T15:00:01-06:00 2024-06-30 770356600 NOMI TAKAICHI LLP 2105 S BASCOM AVE SUITE 225 CAMPBELL CA 95008 990PF 2023-07-01 207114699 RANAE DESANTIS FOUNDATION RANA 8582631647 228 N BROADWAY ESCONDIDO CA 92025 ANN RANAE DESANTIS TRUSTEE 8582631647 2024-11-15 1 0 MARK R TANAKA P01410078 4083699600 X 2023 2024-10-15 13:58:12Z X 13318662 X 1010692 2614 2614 220114 217024 1241233 3585555 1241233 2474653 1460871 0 0 0 0 0 7335 7335 0 0 2854 2854 0 0 147533 138467 0 0 157722 148656 0 0 730561 730561 888283 148656 0 730561 1586370 1312215 0 345351 208820 208820 4579 356 356 7280368 8168119 13075900 45216 33586 33586 7675514 8410881 13318662 0 0 X 0 -851003 0 0 7675514 9261884 7675514 8410881 7675514 8410881 7675514 1586370 0 9261884 851003 8410881 SHORT TERM PUBLICLY TRADED STOCK P 593066 598377 -5311 -5311 LONG TERM PUBLICLY TRADED STOCK P 2988635 1745945 1242690 1242690 CAPITAL GAINS DIVIDENDS P 3854 3854 3854 1241233 18240 0 18240 0 18240 4797 0 13443 0 18240 0 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A TIM WINTER STEWARD FAMILY OFFICE 8582631647 228 N BROADWAY ESCONDIDO CA 92025 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANN RANAE DESANTIS 200 FORRESTER ROAD LOS GATOS CA 95032 TRUSTEE 0.00 0 0 0 NONE 0 STEWARD FAMILY OFFICE 228 N BROADWAY ESCONDIDO CA 92025 MANAGEMENT 30540 NOMI & TAKAICHI LLP 2105 S BASCOM AVENUE SUITE 225 CAMPBELL CA 95008 ACCOUNTING 7335 0 0 11555312 301650 33942 11890904 0 0 11890904 178364 11712540 585627 585627 18240 18240 567387 0 567387 0 567387 730561 0 730561 567387 419650 0 0 730561 419650 0 0 310911 0 0 0 0 0 0 0 0 256476 0 0 0 ANN RANAE DESANTIS X AMAZON WATCH 520 3RD STREET NO 108 OAKLAND CA 94607 NONE PUBLIC CHARITY GENERAL FUND 24000 AVA THE HAVEN 200 CENTRE STREET NEW YORK NY 10013 NONE PUBLIC CHARITY GENERAL FUND 4000 BIONEERS 1014 TORNEY AVE SAN FRANCISCO CA 94129 NONE PUBLIC CHARITY GENERAL FUND 1008 CANCER CAREPOINT 2512 SAMARITAN CT STE A SAN JOSE CA 95124 NONE PUBLIC CHARITY GENERAL FUND 24000 CHARITY NAVIGATOR 139 HARRISTOWN ROAD SUITE 101 GLEN ROCK NJ 07452 NONE PUBLIC CHARITY GENERAL FUND 12000 CHILDRENS HEALTH COUNCIL 650 CLARK WAY PALO ALTO CA 943042300 NONE PUBLIC CHARITY GENERAL FUND 7000 COMMUNITY INTIATIVES NSP 1000 BROADWAY SUITE 480 OAKLAND CA 94807 NONE PUBLIC CHARITY GENERAL FUND 14000 CSPI 1220 L STREET NW SUITE 300 WASHINGTON DC 20005 NONE PUBLIC CHARITY GENERAL FUND 23000 DOCTORS WITHOUT BORDERS 2525 MAIN STREET SANTA MONICA CA 90405 NONE PUBLIC CHARITY GENERAL FUND 6300 EARTH JUSTICE 50 CALIFORNIA STREET SUITE 500 SAN FRANCISCO CA 94111 NONE PUBLIC CHARITY GENERAL FUND 6300 ELECTRONIC FRONTIER FOUNDATION 815 EDDY STREET SAN FRANCISCO CA 941097701 NONE PUBLIC CHARITY GENERAL FUND 1030 ENVIRONMENTAL DEFENSE FUND 257 PARK AVENUE SOUTH NEW YORK NY 100107386 NONE PUBLIC CHARITY GENERAL FUND 23 FRIENDS OF EARTH 1101 15TH STREET NW WASHINGTON DC 200055002 NONE PUBLIC CHARITY GENERAL FUND 2300 FRIENDS OF THE LOS GATOS PUBLIC LIBRARY 100 VILLA AVENUE LOS GATOS CA 95030 NONE PUBLIC CHARITY GENERAL FUND 4000 FURREVER CAT AND KITTEN RESCUE 21116 LOCUST DRIVE LOS GATOS CA 95033 NONE PUBLIC CHARITY GENERAL FUND 85000 GRADES OF GREEN 420 27TH STREET MANHATTAN BEACH CA 90266 NONE PUBLIC CHARITY GENERAL FUND 34000 GREEN AMERICA 1612 K STREET NW SUITE 1000 WASHINGTON DC 20006 NONE PUBLIC CHARITY GENERAL FUND 23000 GREEN FOOTHILLS FOUNDATION 3921 E BAYSHORE ROAD PALO ALTO CA 94303 NONE PUBLIC CHARITY GENERAL FUND 24000 HOUSE RABBIT SOCIETY 148 BROADWAY RICHMOND CA 94804 NONE PUBLIC CHARITY GENERAL FUND 7000 HUMANE SOCIETY SILICON VALLEY 500 EL PASEO DE SARATOGA SAN JOSE CA 95130 NONE PUBLIC CHARITY GENERAL FUND 79200 KQED 2601 MARIPOSA STREET SAN FRANCISCO CA 941101426 NONE PUBLIC CHARITY GENERAL FUND 24000 MERCURY NEWS WISH BOOK PO BOX 909 SAN JOSE CA 95106 NONE PUBLIC CHARITY GENERAL FUND 1400 MOTHER JONES INVESTIGATIVE FUND PO BOX 584 SAN FRANCISCO CA 94104 NONE PUBLIC CHARITY GENERAL FUND 4000 MOTHERS AGAINST DRUNK DRIVING 511 E JOHN CARPENTER FREEWAY IRVING TX 75062 NONE PUBLIC CHARITY GENERAL FUND 24000 NATIONAL CHRISTIAN FOUNDATION 11625 RAINWATER DRIVE SUITE 500 AIPHARETTA GA 30009 NONE PUBLIC CHARITY GENERAL FUND 6000 NEW MUSEUM LOS GATOS PO BOX 40602 MESA AZ 85202 NONE PUBLIC CHARITY GENERAL FUND 47000 PESTICIDE ACTION NETWORK 2029 UNIVERSITY AVE SUITE 200 BERKELEY CA 94704 NONE PUBLIC CHARITY GENERAL FUND 24000 PIVOTAL CONNECTIONS 75 E SANTA CLARA STREET SUITE 1450 SAN JOSE CA 95113 NONE PUBLIC CHARITY GENERAL FUND 24000 PLANNED PARENTHOOD 1225 4TH STREET NE WASHINGTON DC 20002 NONE PUBLIC CHARITY GENERAL FUND 47000 POPULATION CONNECTION 2120 L STREET NW SUITE 500 WASHINGTON DC 20037 NONE PUBLIC CHARITY GENERAL FUND 47000 PENINSULA OPEN SPACE TRUST 222 HIGH STREET PALO ALTO CA 94301 NONE PUBLIC CHARITY GENERAL FUND 25000 SIERRA CLUB FOUNDATION 2101 WEBSTER STREET SUITE 1250 OAKLAND CA 94612 NONE PUBLIC CHARITY GENERAL FUND 5000 THE WIKIMEDIA FOUNDATION 1 MONTGOMERY STREET SUITE 1600 SAN FRANCISCO CA 94104 NONE PUBLIC CHARITY GENERAL FUND 24000 WILDERNESS SOCIETY 1801 PENNSYLVANIA AVENUE NW SUITE 200 WASHINGTON DC 200063600 NONE PUBLIC CHARITY GENERAL FUND 23000 YOUTH SCIENCE INSTITUTE 296 GARDEN HILL DRIVE LOS GATOS CA 95032 NONE PUBLIC CHARITY GENERAL FUND 24000 730561 0 14 2614 14 220114 14 18 1241233 0 1463961 0 1463961 3 FOUNDATION IS A NONOPERATING FOUNDATION AND HAS NO ACTIVITIES OTHER 4 THAN INVESTMENT INCOME EARNED ON VARIOUS ASSETS. SUCH FUNDS ARE 8 FOR THE SOLE PURPOSE OF MAKING DONATIONS TO QUALIFYING CHARITABLE ORGANIZATIONS UNDER IRC SECTION 501(C)(3). 0 0 0 0 0 0 0 0 0 0 X X 1 RANAE DESANTIS 200 FORRESTER ROAD LOS GATOS CA 95032 1010692 X 1 PUBLICLY TRADED SECURITIES 1010692 2024-03-26 ACCOUNTING FEES 7335 7335 0 0 MUTUAL FUNDS/SECURITIES AT COST 8168119 13075900 UNSETTLED TRADES 45216 28282 28282 ACCRUED DIVIDENDS 5304 5304 UNREALIZED GAINS AND LOSSES ON CONTRIBUTED ASSETS 851003 BROKERAGE FEES 107281 107281 0 0 MISCELLANEOUS FEES 646 646 0 0 MANAGEMENT FEES 30540 30540 0 0 FEDERAL TAXES NET OF REFUNDS 8861 0 0 0 INTEREST/PENALTIES 205 0 0 0 FOREIGN TAX 2854 2854 0 0