2024-11-14T17:14:36-08:00 2023-12-31 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2023-01-01 256277031 Winifred Johnson Clive Foundation WINI 4155616540 1660 Bush Street 300 San Francisco CA 94109 Steger Johnson Pres/Trustee 2024-11-14 false true Carol Duffield P01257136 4159830200 2023 2024-10-15 13:58:12Z X 21122648 X X 27 27 491542 491542 673897 4346964 673897 5958 526 1171424 1165992 6199 6199 5825 5825 203939 85919 118020 14500 72627 72627 125 125 303215 85919 202796 1075900 953400 1379115 85919 1156196 -207691 1080073 202459 238585 238585 162158 80984 80984 1743175 682843 682843 12589958 13845551 13845551 4410671 5544177 5544177 829601 692608 692608 162650 37900 37900 20100672 21122648 21122648 5000 127500 5000 127500 X 20095672 20995148 20095672 20995148 20100672 21122648 20095672 -207691 1231917 21119898 124750 20995148 Sale of Publicly Traded Securites P 2000-01-01 2023-12-31 4346964 3673067 673897 673897 673897 15013 15013 15013 20408 2500 22908 X 7895 7895 false false false false false true true false true true CA FL true false false false false true http://www.wjclivefoundation.org Pacific Foundation Svcs LLC 4155616540 1660 Bush Street Ste 300 San Francisco CA 941095308 false false false true true false false false false false false false false false false false false false false false false false Lance Johnson for half '23 1660 Bush St Ste 300 San Francisco CA 941095308 Assoc. Trustee 5.00 0 Lisa J Lunday 1660 Bush St Ste 300 San Francisco CA 941095308 Sec'y/Trustee 5.00 0 Winifred J Sharp 1660 Bush St Ste 300 San Francisco CA 941095308 Trustee 5.00 0 Stephanie P Johnson 1660 Bush St Ste 300 San Francisco CA 941095308 Trustee 5.00 0 Elizabeth Stewart 1660 Bush St Ste 300 San Francisco CA 941095308 Trustee 5.00 0 Roland Perkins 1660 Bush St Ste 300 San Francisco CA 941095308 Trustee 5.00 0 Jonathan C Perkins 1660 Bush St Ste 300 San Francisco CA 941095308 Tres/Trustee 5.00 0 Steger Johnson 1660 Bush St Ste 300 San Francisco CA 941095308 Pres/Trustee 5.00 0 Jennifer Thielhelm 1660 Bush St Ste 300 San Francisco CA 941095308 Trustee 5.00 0 Justin Jordan for half '23 1660 Bush St Ste 300 San Francisco CA 941095308 Assoc. Trustee 5.00 0 NONE Pacific Foundation Services LLC 1660 Bush street Suite 300 San Francisco CA 94109 Grant Management 116085 Cornerstone Capital Inc 200 Homer Avenue Palo Alto CA 943012722 Investment Advice 85919 1 19874407 420001 31000 20325408 0 20325408 304881 20020527 1001026 1001026 15013 15013 986013 986013 986013 1156196 1156196 986013 17417 65669 2382 41039 126507 1156196 0 986013 170183 296690 0 296690 17417 65669 2382 41039 170183 X CuriOdyssey 1651 Coyote Point Drive San Mateo CA 94401 N/A PC General Operations with Emphasis on Storm Expenses Reserves Replenishment 30000 A Gift for Teaching Inc 6501 Magic Way Bldg 400 C Orlando FL 32908 N/A PC For the School SmARTS and A Gift for Music programs 42400 Medicine Horse Center PO Box 1074 Mancos CO 81328 N/A PC Youth Development & Grandparents Wellness Support 27500 Bach Festival Society of Winter Par 1000 Holt Ave 2763 Winter Park FL 32789 N/A PC Bach to the Future: The Bach Festival Society of Winter Parks Education Programs 25000 My New Red Shoes 330 Twin Dolphin Dr Suite 135 Burlingame CA 94065 N/A PC Scaling Organizational Capacity 10000 Edgewood Ctr for Children and Famil 1801 Vicente Street San Francisco CA 94116 N/A PC Expressive Arts Program 15000 Dr Phillips Center for Performing A 155 E Anderson Street Orlando FL 32801 N/A PC STROKESTRA 30000 WildCare 76 Albert Park Lane San Rafael CA 94939 N/A PC Terwilliger Environmental Education Programs 25000 Sunrise Horse Rescue PO Box 143 St Helena CA 94574 N/A PC Operations Budget 2023 35000 Winter Garden Heritage Foundation I PO Box 770657 Winter Garden FL 34777 N/A PC Winter Garden Historical Educational Experiences 20000 Old Skool Cafe 1429 Mendell St San Francisco CA 94124 N/A PC General Support 5000 Buck Institute for Age Research 8001 Redwood Blvd Novato CA 94945 N/A PC UndergraduateSummerScholarsPrograminGeroscience 20000 Paws for Purple Hearts 5860 Labath Ave Rohnert Park CA 94928 N/A PC Service Dog Training - Bay Area Site 25000 Willowtail Springs Nature Preserve PO Box 89 Mancos CO 81328 N/A PC Native American Arts and Natural Sciences Residencies 30000 Muttville PO Box 410207 San Francisco CA 94141 N/A PC Seniors for Seniors 25000 Opera Orlando Inc 406 E Amelia Street Orlando FL 32803 N/A PC Frida Into the Community 30000 Henry Nehrling Society 2267 Hempel Avenue Gotha FL 34734 N/A PC Continued Administrative Support to Achieve Programmatic Growth and Operational Efficiency at Nehrling Gardens 5000 Orlando Health Foundation 3160 Southgate Commerce Blvd Suite Orlando FL 32806 N/A PC The Healing Tree 15000 Gift of Swimming 205 Windermere Road Winter Garden FL 34787 N/A PC Healthy Kids Through Swimming 20000 Little Sisters of the Assumption Fa 550 Dudley Street Roxbury MA 02119 N/A PC Learning from the Community 40000 Central Christian Church 250 SW Ivanhoe Blvd Orlando FL 32804 N/A PC Increased communications, music ministry and advertising 55500 Epic Outreach Inc PO Box 77479 Jacksonville FL 32226 N/A PC 2023 Building Efficiency for Growing Capacity 20000 Old Skool Cafe 1429 Mendell St San Francisco CA 94124 N/A PC Dignity, Hope, & Purpose Through Hospitality Careers for At-Risk Youth 25000 Foundation for Central Florida Tang 1262 Lake Francis Drive Apopka FL 32712 N/A PC CFTSD Opportunity Assistance 5000 GlamourGals Foundation Inc Po Box 20488 New York NY 10021 N/A PC GG Ambassador Project 20000 826NYC Inc 372 5th Ave Brooklyn NY 11215 N/A PC Write After School 15000 Marin Society of Artists 1515 3rd St San Rafael CA 94901 N/A PC People of the Canal 20000 The Miracle League of SF Peninsula 1175 N Lemon Ave Menlo Park CA 94025 N/A PC Fully Adaptive Field Amenities 25000 Peer Health Exchange Inc 100 Webster Street Suite 300 Oakland CA 94607 N/A PC Health Education for New York City's Youth 10000 Safari West Wildlife Foundation 3115 Porter Creek Rd Santa Rosa CA 95404 N/A PC Safari West LIVE 5000 San Francisco Ballet Association 455 Franklin Street San Francisco CA 94102 N/A PC San Francisco Ballet School Scholarships 30000 SF Society for the Prevention of Cr 201 Alabama Street San Francisco CA 94103 N/A PC Mobile Vaccine Clinic 20000 WildCare 76 Albert Park Lane San Rafael CA 94901 N/A PC Capital Campaign 50000 Rollins Museum of Art 1000 Holt Avenue Winter Park FL 32789 N/A PC To increase the Museum's permanent collection 36000 Rollins Museum of Art 1000 Holt Avenue Winter Park FL 32789 N/A PC To increase the Museum's permanent collection 142000 953400 GlamourGals Foundation Inc Po Box 20488 New York NY 10021 N/A PC GG Ambassador Project 10000 Foundation for Central Florida Tang 1262 Lake Francis Drive Apopka FL 32712 N/A PC CFTSD Opportunity Assistance 5000 Dr Phillips Center for the Performi 155 E Anderson St Orlando FL 32801 N/A PC STROKESTRA 5000 Orlando Health Foundation 3160 Southgate Commerce Blvd Suite Orlando FL 32806 N/A PC The Healing Tree 7500 WildCare 76 Albert Park Lane San Rafael CA 94901 N/A PC Capital Campaign 100000 127500 14 27 14 491542 18 673897 Partnership Income 900099 3242 14 526 Return of Capital 14 2190 3242 1168182 1171424 false false false false false false false false false false Accounting Fees 5825 0 0 5825 Merck & Co, Due 02/10/25 322701 322701 WW Grainger Due 2/15/25 187917 187917 Booking Holdings Due 6/1/26 488572 488572 American Water Due 9/1/27 103963 103963 Howard University Due 10/1/27 321564 321564 Nike Inc Due 3/27/25 194329 194329 Booking Holdings Due 3/15/25 196639 196639 Southwestern Electric Due 10/1/26 235246 235246 Comcast Corp Due 1/15/27 460198 460198 Evernorth Health Due 3/1/27 96037 96037 Waste Management Due 11/15/27 95738 95738 US Bancorp 2.4% Due 7/30/24 196551 196551 Toyota Motor Cre 3.05% Due 1/11/28 238421 238421 BP Capital Mark 4.234% Due 11/6/28 199527 199527 Pfizer Inc. 6.6% Due 12/1/28 109032 109032 Toyota Motor Cre 4.45% Due 6/29/29 436309 436309 Stanley Black & Decker 6% 262416 262416 Conoco Phillips 6.95% Due 4/15/29 573582 573582 Edison Intl 2.85% Due 8/1/29 209657 209657 United Health Group 2% Due 5/15/30 216091 216091 Lockheed Martin 1.85% Due 6/15/30 399687 399687 Abbott Laboratories, 4,365 Sh 480456 480456 Verizon Communications, 8,750 Sh 329875 329875 Reliance Stl & Aluminum, 3,200 Sh 425114 425114 Fiserv Inc, 4,575 Sh 443686 443686 Simpson Manufacturing Co, 5,300 Sh 799839 799839 Amgen Inc, 2,315 Sh 666766 666766 Aptargroup Inc, 4,185 Sh 404237 404237 Blair Strip Steel, 5 Sh 31000 31000 Kimberly-Clark Corp 3,415 Sh 414957 414957 Microsoft Corp, 2,615 Sh 983345 983345 Thermo Fisher Scientific, 875 Sh 464441 464441 Johnson & Johnson, 2,780 Sh 435737 435737 Pepsico Inc, 4,000 Sh 419505 419505 Trimble Navigation LTD, 6,350 Sh 337820 337820 Accrued Dividend and Interest Income 55346 55346 Visa Inc, 2,560 Sh 584486 584486 Walt Disney Co, 3,450 Sh 311501 311501 Arthur J Gallagher & Co, 2,980 Sh 423899 423899 Charles Schwab Corp, 7,460 Sh 367736 367736 Duke Energy Corp, 4,070 Sh 295972 295972 Southern Co, 3,650 Sh 255938 255938 Starbucks, 5,130 Sh 396521 396521 Box Inc, 15,000 Sh 384150 384150 Corning Inc, 8,950 Sh 272528 272528 Abbvie Inc, 3,540 Sh 548594 548594 Alphabet Inc, 5,000 Sh 593682 593682 Amazon.com Inc, 3,360 Sh 510518 510518 Cisco Systems Inc, 8,460 Sh 427399 427399 Home Depot Inc 700sh 242585 242585 J M Smucker Co 2700sh 341226 341226 Kinder Morgan Inc 15,560 Sh 276066 276066 Shopify Inc 3985 Sh 310432 310432 Uber Technologies Inc, 4575 Sh 281683 281683 Workday Inc 1190 Sh 328511 328511 682843 682843 Ishares MSCI, 5,930 Sh FMV 289443 289443 Crown Castle Inc, 3500 Sh FMV 403165 403165 Legal Fees 6199 0 0 6199 Art Work on Loan 162650 37900 Book Value - deaccession art work 8750 Book Value - donated art work 116000 Filing Fees 125 125 Partnership Income 3768 526 Return of Capital 2190 Consultants - Art Apprasial 1935 0 0 1935 Grant Administration 116085 0 0 116085 Investment Fees 85919 85919 0 0 Excise Tax 14500