2024-08-14T12:26:54-07:00 2023-09-30 CA SEVERE WINTER STORMS, FLOODING & MUDS 942989774 Morling & Company 7049 Redwood Blvd Ste 205 Novato CA 94945 990 2022-10-01 800518390 HOBART PRESERVATION FOUNDATION HOBA 4154214100 582 MARKET STREET SUITE 412 SAN FRANCISCO CA 94104 JOHN W ZELLERBACH DIRECTOR/CEO 2024-08-14 true true Jerome D Cizek P00089323 4159569500 2022 2024-08-08 14:25:15Z JOHN W ZELLERBACH 582 MARKET STREET SUITE 412 SAN FRANCISCO CA 94104 2531863 false X N/A X 2009 CA TO PRESERVE AND MAINTAIN THE HISTORIC HOBART BUILDING, A SAN FRANCISCO LANDMARK 5 0 5 2 0 0 2628419 2299626 3387 -444254 115038 211229 2746844 2066601 227278 80235 0 541243 501160 0 0 2839043 3114380 3607564 3695775 -860720 -1629174 23706501 23303609 10903442 12153361 12803059 11150248 TO PRESERVE AND MAINTAIN THE HISTORIC HOBART BUILDING, A SAN FRANCISCO LANDMARK false false 3695775 80235 2531863 MAINTENANCE AND PRESERVATION OF THE HISTORICALLY IMPORTANT HOBART BUILDING, A SAN FRANCISCO LANDMARK 3695775 true false false false false false false false false false true false false false true true false false false false false false false false false false false true false false false false false false false false false false false false false false true true false false false true 14 0 true 5 true false false false false false false false 0 false false false false false false false X 5 0 false false false false false false false true true false false true true true true false false true false false CA X JOHN ZELLERBACH 4153324335 528 MARKET STREET SUITE 400 SAN FRANCISCO CA 94104 JOHN W ZELLERBACH CEO 29.00 1.00 X 23988 0 0 RUSSELL B LYMAN Secretary 11.50 1.00 X 23988 0 0 SUSAN COOK HOGANSON CFO 2.00 1.00 X 23988 0 0 MICHELLE OWCZARZAK DIRECTOR 5.00 0.00 X 23988 0 0 ELIZABETH Z RUFER Director 5.00 0.00 X 23988 0 0 119940 0 false false false ERIC F ANDERSON INC 1066 BEECHER ST SAN LEANDRO CA 94577 REPAIRS&IMPROVEMENTS 230766 BE PROPERTIES INC 582 MARKET STREET SUITE 1405 SAN FRANCISCO CA 94104 CONSULTING/MANAGEMENT 134286 ADMIRAL SECURITY THIRD MARKET STREET SUITE 314 SAN FRANCISCO CA 94103 BUILDING SECURITY 166779 ABM 600 HARRISON ST STE 600 SAN FRANCISCO CA 94107 JANITORIAL SERVICE 300090 MICHELLE OWCZARZAK 148 CHATEAU DRIVE DRYER IN 46311 MANAGEMENT 142963 5 0 HOBART BUILDING OPERATION 531390 2299626 2299626 2299626 21008 21008 0 0 0 465262 -465262 -465262 -465262 0 0 0 MISC INCOME 531390 106000 106000 STORAGE INCOME 531390 18287 18287 TAX PASS-THROUGH 531390 72815 72815 14127 14127 211229 2066601 2066601 80235 80235 0 0 0 119940 119940 0 325747 325747 0 41279 41279 14194 14194 53535 53535 58266 58266 167126 167126 0 0 0 199930 199930 0 14519 14519 0 0 0 0 0 0 524465 524465 0 756349 756349 70202 70202 MAINTENANCE CONTRACTS 534733 534733 UTILITIES 301824 301824 REPAIRS & MAINTENANCE 183496 183496 PROPERTY TAX 127443 127443 122492 122492 3695775 3695775 0 0 719943 896319 0 0 40621 139210 0 0 0 0 7276 0 27554976 5409825 22901894 22145151 0 0 0 36765 122929 2 0 23706501 23303609 43714 61714 10645997 11853144 213731 238503 10903442 12153361 X 12803059 11150248 12803059 11150248 23706501 23303609 X -1629174 -23637 X false true X true false X 0 0 0 0 0 0 0 0 0 0 0 0 X 0.00000 0.00000 3953809 3953809 15043948 3527283 11516665 8516967 1845322 6671645 40252 37220 3032 22145151 DEFERRED INCOME 20582 DEPOSIT LIABILITIES 217921 238503 X Part X : FIN48 Footnote THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE, SECTION 23701D. THE TRUST IS ALSO EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE SUBSIDIARY IS A SINGLE MEMBER LIMITED LIABILITY COMPANY THAT IS DISREGARDED FOR FEDERAL INCOME TAX PURPOSES. EARNINGS OF THE SUBSIDIARY PASS THROUGH TO THE FOUNDATION. AS THE FOUNDATION IS TAX EXEMPT, IT HAS NOT PROVIDED FOR INCOME TAXES IN THESE FINANCIAL STATEMENTS. THE SUBSIDIARY FILES A SEPARATE STATE TAX RETURN IN CALIFORNIA AND IS SUBJECT TO AN $800 MINIMUM TAX.EACH YEAR, MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITIONS THE FOUNDATION, SUBSIDIARY, AND TRUST HAVE TAKEN ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS THE FOUNDATION, SUBSIDIARY, OR TRUST HAVE TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND, HENCE, DO NOT NEED TO BE MEASURED OR DISCLOSED IN THESE COMBINED FINANCIAL STATEMENTS. true LEVISON-LEVY CHARITABLE TRUST 582 MARKET STREET SUITE 412 SAN FRANCISCO CA 94104 946718486 70235 0 UNRESTRICTED SAN FRANCISCO HERITAGE 2007 FRANKLIN STREET SAN FRANCISCO CA 94109 237135037 10000 0 HAAS-LILIENTHAL HOUSE COMMUNITY EDU 2 0 Additional Supplemental Information PART 1, LINE 2:GRANTS ARE MADE SOLELY TO QUALIFIED IRC SEC. 501(C)(3) ORGANIZATIONS.PART II, LINE 1, COLUMN (H):NAME OF ORGANIZATION OR GOVERNEMNT: SAN FRANCISCO ARCHITECTURAL HERITAGE(H) PURPOSE OF GRANT OR ASSISTANCE: HASS-LILIENTHAL HOUSE - COMMUNITY EDUCATION AND OUTREACH, PRESERVING HISTORIAL ARCHITECTURAL HERITAGE OF SAN FRANCISCO FROM HOBART PERSERVATION FOUNDATION JOHN ZELLERBACH BOARD MEMBER SCH L, PART IV, BUSI false Schedule L, Part V Supplemental Information SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS THE DISREGARDED ENTITY, NIANTIC HOLDINGS LLC, CONTRACTS WITH BE PROPERTIES FOR SPECIALIZED REAL ESTATE SERVICES AT MARKET PRICES. BE PROPERTIES IS OWNED BY DIRECTOR JOHN ZELLERBACH. BE PROPERTIES WAS PAID $126,632. Form 990, Part VI, Section B, Line 11b NONE Form 990, Part VI, Section C, Line 19 NONE Form 990, Part XI, Line 9 Accummulated Depreciation Adjustments on Asset Write Offs = -$23637 FORM 990 PART VI, SECTION C, LINE 19: GOVERNING DOCUMENTS, THE CONFLICT OF INTERESTY POLICY, FINANCIAL STATEMENTS, AND FORM 990 ARE PUBLICLY AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 11: FORM 990, PART VI, SECTION B, LINE 11: FORM 990 IS REVIEWED BY ALL DIRECTORS PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C: BOARD MEMBERS ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO DISCLOSE ANY FINANCIAL TRANSACTIONS THAT ARE IN CLONFLICT WITH THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A: TO ENSURE REASONABLE COMPENSATION STRUCTURE FOR THE HOBART PRESERVATION FOUNDATION AND ITS RELATED ENTITIES, THE ORGANIZATION CONTRACTED WITH AN INDEPENDENT COMPENSATION CONSULTANT. COMPARATIVE ENTITIES, MANAGEMENT STRUCTURES, AND MANAGEMENT RULES WERE REVIEWED TO DETERMINE THE APPROPRIATE LEVELS OF COMPENSATION FOR EACH AFFECTED ROLE. FORM 990, PART XII THE BOARD SELECTS AN INDEPENDENT, CERTIFIED PUBLIC ACCOUNTING FIRM TO CONDUCT THE AUDIT. THERE WAS NO CHANGE IN THE SELECTION PROCESS DURING THE YEAR. NIANTIC HOLDINGS LLC 582 MARKET STREET SUITE 412 SAN FRANCISCO CA 94104 455157499 REAL ESTATE MANAGEMENT CA HOBART PRESERVATION FOUNDATION LEVISON-LEVY CHARITABLE TRUST 582 MARKET STREET SUITE 412 SAN FRANCISCO CA 94104 946718486 PRIVATE FOUNDATION CA 501(C)(3) N/A SELF false false false false false false false false false false false false false false false false false false false false