2024-05-14T08:55:12-05:00 2023-12-31 134096443 FIDUCIAL BUSINESS CENTERS INC 10100 OLD COLUMBIA ROAD COLUMBIA MD 21046 990PF 2023-01-01 956047161 MYRTLE L ATKINSON FOUNDATION MYRT 6503226565 5 PEMBROKE PLACE MENLO PARK CA 94025 WILLIAM H HARRIS PRESIDENT 6503226565 2024-04-23 1 WILLIAM HARRIS 999009999 1 Robert Sperling P01066074 4109105885 2024-04-23 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 6078531 X X 16243 16243 200040 200040 18513 1113466 36152 234796 252435 0 0 0 7000 0 0 47610 0 0 5213 0 0 213 0 0 60036 0 0 450000 450000 510036 0 450000 -275240 252435 37506 25296 25296 81505 23 23 6234760 6053212 6053212 6353771 6078531 6078531 0 0 X 0 0 0 0 6353771 6078531 6353771 6078531 6353771 6078531 6353771 -275240 0 6078531 0 6078531 United States Treas 05/15/24 2022-02-11 2023-01-27 18585 19575 -990 -990 United States Treas 02/15/28 2023-01-27 2023-03-24 16251 16341 -90 -90 Goldman Sachs Group 10/21/27 2023-03-24 2023-04-19 16213 15759 454 454 Mitsubishi UFJ Fin 07/26/23 2023-03-08 2023-07-26 15000 14927 73 73 Vanguard Short Term Tax Exempt 2022-07-26 2023-07-11 21521 21630 -109 -109 Vanguard Long Term Tax Exempt 2022-07-26 2023-07-11 21232 21630 -398 -398 United States Treas 05/15/24 2018-05-17 2023-01-27 12716 11577 1139 1139 Mitsubishi UFJ Fin. 3/02/23 2021-03-31 2023-03-02 16000 16000 0 0 United States Treas 05/15/24 2022-02-11 2023-03-16 976 974 2 2 United States Treas 04/30/25 2021-12-15 2023-03-16 36872 39104 -2232 -2232 JP Morgan Chase Note 03/16/24 2021-08-19 2023-03-16 16000 16033 -33 -33 Fedl Natl MTg Assn Ser 10/15/24 2020-08-05 2023-03-31 1923 2041 -118 -118 Comcast Corp 04/15/24 2020-07-17 2023-05-10 12120 12625 -505 -505 Comcast Corp 04/15/24 2020-11-09 2023-05-10 4880 4880 0 0 Citigroup Inc. 05/15/23 2020-03-13 2023-05-15 18000 18000 0 0 Morgan Stanley 05/22/23 2021-03-12 2023-05-22 16000 16000 0 0 Disney Walt Co Note-Call 2021-02-22 2023-05-25 14056 15327 -1271 -1271 Vanguard Total Inter. Stock 2015-09-14 2023-06-21 48493 38440 10053 10053 Vanguard Total Inter. Stock 2015-09-24 2023-06-21 86479 68176 18303 18303 SPDR S&P 500 ETF 2015-02-20 2023-06-21 149293 79548 69745 69745 Wells Fargo 08/15/23 2021-01-26 2023-08-15 15000 15000 0 0 Vanguard High Yield Tax Exempt 2016-07-11 2023-07-11 167752 188886 -21134 -21134 Vanguard High Yield Tax Exempt 2017-02-16 2023-07-11 14195 15983 -1788 -1788 Vanguard High Yield Tax Exempt 2017-10-25 2023-07-11 9131 10281 -1150 -1150 Vanguard Intermdiate Tx. Ex. 2021-01-29 2023-07-11 57320 62348 -5028 -5028 Vanguard Hi Yield Tax Exempt 2021-01-29 2023-07-11 4302 5050 -748 -748 Vanguard Limitd Term Tx. Ex. 2021-01-29 2023-07-11 43023 44831 -1808 -1808 Vanguard BD Index 2021-11-16 2023-07-12 31942 43327 -11385 -11385 Vanguard BD Index FDS Short T 2021-02-01 2023-07-12 72676 71638 1038 1038 Vanguard BD Index FDS Short T 2021-11-16 2023-07-12 57614 71638 -14024 -14024 Vanguard BD Index 2021-02-01 2023-07-12 38108 43327 -5219 -5219 United States Treas Notes 05/15/ 2021-02-26 2023-11-07 33891 35889 -1998 -1998 United States Treas 04/30/2025 2021-02-15 2023-12-21 19840 20529 -689 -689 Capital Gains Dividends P 6062 6062 6062 36152 3509 0 3509 0 3509 6542 0 0 0 6542 X 0 3033 3033 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A WILLIAM N HARRIS 6503226565 5 PEMBROKE PLACE MENLO PARK CA 94025 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM N HARRIS 5 PEMBROKE PLACE MENLO PARK CA 94025 PRESIDENT 0.00 0 0 0 ROBERT N HARRIS 429 NW 36TH STREET CORVALLIS OR 97330 VICE PRESIDENT 0.00 0 0 0 JEFFREY M WHITSETT 232 NORTH SALEM ROAD CROSS RIVER NY 10515 DIRECTOR 0.00 0 0 0 JOHN F HARRIS 7621 10TH STREET MEDINA WA 98039 DIRECTOR 0.00 0 0 0 WILLIAM W HARRIS 1225 BAY LAUREL DRIVE MENLO PARK CA 94025 SECRETARY/TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 6143987 72166 0 6216153 0 0 6216153 93242 6122911 306146 306146 3509 3509 302637 0 302637 0 302637 450000 0 450000 302637 52730 0 0 450000 52730 0 0 302637 94633 0 0 94633 0 0 0 0 0 0 0 94633 94633 MYRTLE L ATKINSON FOUNDATION 5 pembroke place menlo park CA 94025 6503226565 A LETTER DESCRIBING THE NEED, THE FINANCIAL STATUS AND THE MEMBERS OF THE BOARD OF DIRECTORS OF THE APPLYING ORGANIZATION. THERE ARE NO SUBMISSION DEADLINES. IT IS LEFT TO THE BOARD'S DISCRETION TO DETERMINE THE EXTENT OF THE AWARD. API Chaya PO Box 14047 Seattle WA 98114 NONE PUBLIC CHARITY 2000 Art Garden 4 Union Street Shelburne Falls MA 01370 NONE EDUCATIONAL GRANT 2000 Assistance League of San Mateo 528 North San Mateo Dr San Mateo CA 94401 NONE PUBLIC CHARITY 5000 Best Friends Animal Society 5001 Angel Canyon Road Kanab UT 84741 NONE PUBLIC CHARITY 10000 Beyond Borders P O Box 2132 Norristown PA 19404 NONE EVANGELICAL GRANT 3000 California Institute of Technology 1200 E California Blvd Pasadena CA 91125 NONE EDUCATIONAL GRANT 5000 California White Shark Project PO Box 534 Inverness CA 94937 NONE EDUCATIONAL GRANT 5000 Center for International SecurityCoop 326 Galvez Street Stanford CA 94305 NONE EDUCATIONAL GRANT 5000 Community Involved in Sustaining Agri 1 Sugarloaf Street South Deerfield MA 01370 NONE EDUCATIONAL GRANT 4000 CORA 2211 Palm Avenue San Mateo CA 94403 NONE PUBLIC CHARITY 5000 Ecumenical Hunger Program 2411 Plugas Ave East Palo Alto CA 94303 NONE PUBLIC CHARITY 5000 Encompass NW 9050 384th Ave SE Snoqualmie WA 98065 NONE PUBLIC CHARITY 10000 Epilepsy Foundation 3540 Crain Highway St 675 Bowie MD 20716 NONE MEDICAL GRANT 10000 First Place for Youth 426 17th Street Oakland CA 94612 NONE PUBLIC CHARITY 4000 Franklin Land Trust P O Box 450 Shelburne Falls MA 01370 NONE EDUCATIONAL GRANT 2000 Fred Hutchinson Cancer Research Center P O Box 19024 Seattle WA 98109 NONE MEDICAL GRANT 12000 Friends of Camano Island Parks PO Box 1385 Stanwood WA 98292 NONE EDUCATIONAL GRANT 5000 Friends of Karen 118 Titicus Road North Salem NY 10560 NONE PUBLIC CHARITY 5000 Green Foothills 392 East Bayshore Rd Palo Alto CA 94303 NONE EDUCATIONAL GRANT 10000 Honnold Foundation 159 West 3000 South200 Salt Lake City UT 84101 NONE EDUCATIONAL GRANT 5000 International Rescue Committee PO Box 6068 Albert Lea MN 56007 NONE PUBLIC CHARITY 14000 Jakson Street Youth Services PO Box 285 Corvalis OR 97339 NONE PUBLIC CHARITY 2500 Job Train 1200 Obrien Drive Menlo Park CA 94025 NONE PUBLIC CHARITY 10000 La Casa de las Madres 1663 Mission Street San Francisco CA 94103 NONE PUBLIC CHARITY 5000 Lambda Legal 120 Wall Street New York NY 10005 NONE EDUCATIONAL GRANT 2000 Larkin Street Youth Services 134 Golden Gate Ave San Francisco CA 94102 NONE PUBLIC CHARITY 3000 Lavender Rights Project 1004 Martin Luther King Jr Way Tacoma WA 98405 NONE EDUCATIONAL GRANT 2000 Lifewater International PO Box 3131 San Luis Obispo CA 93403 NONE MEDICAL GRANT 5000 Literacy Project 15 Bank Row Greenfield MA 01370 NONE EDUCATIONAL GRANT 5000 Mali Kalanso 2261 Market St San Francisco CA 94114 NONE EDUCATIONAL GRANT 3000 MAP International 4700 Glynco Parkway Brunswick GA 31525 NONE MEDICAL GRANT 15000 Mary Lyon Foundation PO Box 184 Shelburne Falls MA 01370 NONE EDUCATIONAL GRANT 7000 Mid-Peninsula High School 1340 Willow Road Menlo Park CA 94025 NONE EDUCATIONAL GRANT 10000 Mountain School of Milton Academy 151 Mountain School Rd Vershire VT 05079 NONE EDUCATIONAL GRANT 5000 Occidental College 1600 Campus Rd Los Angeles CA 90041 NONE EDUCATIONAL GRANT 5000 Palo Alto Medical Foundation 795 El Camino Real Palo Alto CA 94301 NONE MEDICAL GRANT 15000 Partners for Youth 267 Jacob Circle 1 Steamboat Springs CO 80487 NONE EDUCATIONAL GRANT 10000 Pegasus Project 1554 Sonoma Avenue Albany CA 94706 NONE EDUCATIONAL GRANT 10000 Peninsula Family Service 24 Second Avenue San Mateo CA 94401 NONE PUBLIC CHARITY 5000 Peninsula Open Space Trust 222 High Street Palo Alto CA 94301 NONE EDUCATIONAL GRANT 10000 Rocky Mountain Youth Corps 991 Captain Jack Dr Steamboat Springs CO 90487 NONE EDUCATIONAL GRANT 10000 Salvation Army - Los Angeles P O Box 93002 Long Beach CA 90809 NONE EVANGELICAL GRANT 20000 Salvation Army - San Francisco 832 Folsom St San Francisco CA 94107 NONE EVANGELICAL GRANT 20000 Save the Redwoods League 111Sutler Street San Francisco CA 94104 NONE EDUCATIONAL GRANT 5000 SaveaAFox Corp 12245 175th St W Lakeville MN 55044 NONE EDUCATIONAL GRANT 10000 Seattle Preparatory School 2400 11th Avenue East Seattle WA 98102 NONE EDUCATIONAL GRANT 10000 Sempervirens Fund 419 South San Antonio Road Los Altos CA 94022 NONE EDUCATIONAL GRANT 50000 St Ann Chapel 541 Melville Avenue Palo Alto CA 94301 NONE CHURCH 10000 Stanford Hospital Spiritual Care Service 300 Pasteur Drive Stanford CA 94401 NONE EVANGELICAL GRANT 5000 The Phoenix 2233 Champa Street Denver CO 80205 NONE PUBLIC CHARITY 2500 Tunnel to Towers Foundation 2361 Hylan Blvd Staten Island NY 10306 NONE PUBLIC CHARITY 20000 University of Nebraska Foundation 1010 Lincoln Mall Lincoln NE 68508 NONE EDUCATIONAL GRANT 10000 Washington National Cathedral 3101 Wisconsin Ave NW Washington DC 20016 NONE CHURCH 5000 Whidbey Camano Land Trust 765 Wonn Road C-201 Greenbank WA 98253 NONE EDUCATIONAL GRANT 10000 Willamette University 900 State St Salem OR 97301 NONE EDUCATIONAL GRANT 5000 450000 0 14 16243 14 200040 14 18513 0 234796 0 234796 0 0 0 0 0 0 0 0 0 0 ACCOUNTANT 7000 0 0 Principal Adjustment 2023-12 Purchased 2023-12 17639 Cost 0 -17639 American Express 11/05/27 AT COST 14536 14536 Apple Inc. Note 9/12/27 AT COST 8419 8419 Bank America 11/25/27 AT COST 14379 14379 Bank of Montreal Ser E 02/05/24 AT COST 16046 16046 CITIGROUP INC. 1/12/26 AT COST 14602 14602 COMCAST CORP 04/01/27 AT COST 16407 16407 FEDL NATL MTG ASSN SER AT COST 43460 43460 FEDL NATL MTG ASSN SER 04/24/26 AT COST 19742 19742 Fidelity Government Money Mk AT COST 178646 178646 FIDELITY GOVT CASH RESERVES AT COST 7814 7814 GREAT LAKES WTR AUTH MICH SEW AT COST 35006 35006 ISHARES Core S&P Smallcap AT COST 120705 120705 ISHARES GOLD TRUST AT COST 184502 184502 ISHARES IN CORE MSCI AT COST 399925 399925 ISHARES RUSSELL 2000 AT COST 121781 121781 ISHARES TR CRE US REIT ETF AT COST 280899 280899 JP MORGAN CHASE NOTE 1/27/24 AT COST 15627 15627 KINDER MORGAN ENERGY 05/01/24 AT COST 15044 15044 PNC FIN'L SVCS 4/29/24 AT COST 23032 23032 SAN FRANCISCO CALIF CITY & CNTY AT COST 30365 30365 SCHWAB STRATEGIC TR INTL EQUITY AT COST 1199171 1199171 SPDR S&P 500 ETF AT COST 1300870 1300870 United States Treas 02/15/28 AT COST 59052 59052 United States Treas 11/30/25 AT COST 6831 6831 United States Treas 7/31/27 AT COST 64810 64810 United States Treas Nts 08/31/28 AT COST 36833 36833 United States Treas Ser 11/15/27 AT COST 15005 15005 United States Treas Ser C-2026 AT COST 39112 39112 UNITED STATES TREASURY 08/15/27 AT COST 58769 58769 UNITED STATES TREASURY 09/30/28 AT COST 15940 15940 UNITED STATES TREASURY AD-2026 AT COST 20790 20790 Unitedhealth Group Inc. 5/15/26 AT COST 8023 8023 US Bancorp Mtn Sub 02/01/29 AT COST 15629 15629 Vanguard BD Index FDS Total AT COST 217263 217263 VANGUARD DVD GRTH AT COST 406725 406725 VANGUARD MID CAP INDEX FD AT COST 139431 139431 VANGUARD SPECIALIZED FUNDS AT COST 12915 12915 VANGUARD TOTAL INTER. STOCK AT COST 345251 345251 Vanguard Ultra Short Term Bond AT COST 216240 216240 Vanguard Whitehall FDS AT COST 298736 298736 WELLS FARGO 01/24/24 AT COST 14879 14879 BANK CHARGES 213 0 0 FUND MANAGEMENT FEES 47610 0 0 FRANCHISE TAX BOARD 100 0 0 IRS TAX PAYMENT 5113 0 0