2023-11-09T16:26:03-06:00 2022-12-31 135565207 KPMG LLP 200 E RANDOLPH ST STE 5500 CHICAGO IL 60601 990PF 2022-01-01 942814266 CLARENCE E HELLER CHARITABLE FOUNDATION CLAR 4159899839 PO BOX 190758 SAN FRANCISCO CA 94119 BRUCE HIRSCH EXECUTIVE DIRECTOR 4159899839 2023-11-09 1 BRUCE HIRSCH XXX-XX-XXXX 0 HOLLY K MOEN P01800653 6179881000 2023-11-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 66936613 X X 832799 0 2476456 2476456 21009 336515 0 21009 3645770 0 374538 14500 0 360038 174968 6774 0 168194 128037 4957 0 123080 8491 1746 0 6744 86426 20977 0 55616 208108 190099 0 8000 350 84857 0 0 221533 0 0 0 5527 0 0 5527 50328 750374 0 44353 1258306 1074284 0 771552 2946480 2946480 4204786 1074284 0 3718032 -4183777 2571486 0 160429 236842 236842 89937 74870 74870 81981349 66624391 66624391 16033 510 510 82247748 66936613 66936613 31710 77670 193762 227893 225472 305563 X 82022276 66631050 82022276 66631050 82247748 66936613 82022276 -4183777 0 77838499 11207449 66631050 TOTAL LONG-TERM COMMON TRUST FUND AND PARTNERSHIP, S CORPORATION, AND OTHER 2022-12-31 2022-12-31 3070447 3070447 3070447 TOTAL SHORT-TERM COMMON TRUST FUND AND PARTNERSHIP, S CORPORATION, AND OTHER 2022-12-31 2022-12-31 593991 -593991 -593991 2476456 -593991 35744 0 35744 0 35744 79374 0 110000 0 189374 0 153630 153630 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 0 1 1 1 N/A BRUCE A HIRSCH 4159899839 PO BOX 190758 SAN FRANSISCO CA 94119 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANNE HELLER ANDERSON PO BOX 190758 SAN FRANCISCO CA 94119 SECRETARY-TREASURER 1.00 0 0 0 JANET H HARCKMAN PO BOX 190758 SAN FRANCISCO CA 94119 CHAIR 1.00 0 0 0 ROLF LYGREN PO BOX 190758 SAN FRANCISCO CA 94119 VICE-CHAIR 1.00 0 0 0 BRUCE A HIRSCH PO BOX 190758 SAN FRANCISCO CA 94119 EXECUTIVE DIRECTOR 38.00 374538 16308 0 KATHERINE HELLER PO BOX 190758 SAN FRANCISCO CA 94119 DIRECTOR 1.00 0 0 0 EMILIE LYGREN PO BOX 190758 SAN FRANCISCO CA 94119 DIRECTOR 1.00 0 0 0 HALEY TONE PO BOX 190758 SAN FRANCISCO CA 94119 DIRECTOR 1.00 0 0 0 NATHAN TONE PO BOX 190758 SAN FRANCISCO CA 94119 DIRECTOR 1.00 0 0 0 MARK SALKIND PO BOX 190758 SAN FRANCISCO CA 94119 DIRECTOR 1.00 0 0 0 KENDALL ANDERSON PO BOX 190758 SAN FRANCISCO CA 94119 DIRECTOR 1.00 0 0 0 EMILY DIRKS PO BOX 190758 SAN FRANCISCO CA 94119 PROGRAM OFFICER 38.00 150964 22750 0 LOURDES MAURICIO PO BOX 190758 SAN FRANCISCO CA 94119 OFFICER MANAGER 38.00 98191 2875 0 0 KPMG LLP 200 E RANDOLPH STREET STE 5500 CHICAGO IL 60601 TAX & BOOKKEEPING 70426 0 0 0 502662 72723238 73225900 0 0 73225900 1098389 72127511 3606376 3606376 35744 35744 3570632 0 3570632 0 3570632 3718032 0 3718032 3570632 3433107 0 0 3718032 3433107 0 0 284925 0 0 0 0 0 0 0 0 3285707 0 0 0 CLARENCE E HELLER CHARITABLE FDN PO BOX 190758 SAN FRANCISCO CA 94119 4159899839 CLARENCE E. HELLER CHARITABLE FDN NONPROFIT ORGANIZATIONS SEEKING A GRANT FROM THE FOUNDATION SHOULD BEGIN BY SUBMITTING AN LOI APPLICATION THROUGH THE FOUNDATION'S ONLINE APPLICATION SYSTEM. THE APPLICATION CONSISTS OF A BRIEF DESCRIPTION OF YOUR ORGANIZATION, THE PURPOSE AND SCOPE OF THE PROJECT, AND A PROJECTED PROJECT BUDGET. ORGANIZATIONS MAY SUBMIT AN LOI AT ANY TIME. ANY DEADLINE DATE MEANS THAT WE WILL CONSIDER THE REQUE CLARENCE E. HELLER CHARITABLE FDN THE FOUNDATION GIVES PRIORITY TO PROPOSALS FROM CALIFORNIA ORGANIZATIONS. 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50000 HARMONY PROJECT BAY AREA 4322 WILSHIRE BOULEVARD SUITE 101 LOS ANGELES CA 90010 PC FOR GENERAL SUPPORT 35000 HEALTHY BABIES BRIGHT FUTURES 703 CONCORD AVE CHARLOTTESVILLE VA 22903 PC TO PROTECT INFANTS FROM EXPOSURE TO DANGEROUS CHEMICALS DURING THE FIRST 1,000 DAYS OF LIFE 100000 INSIDE CLIMATE NEWS 16 COURT STREET SUITE 2307 BROOKLYN NY 11241 PC FOR COVERAGE OF KEY ISSUES CONNECTING CLIMATE CHANGE, AGRICULTURE, AND FOOD SYSTEMS 150000 INNER CITY YOUTH ORCHESTRA OF LOS ANGELES 6820 LA TIJERA BLVD LOS ANGELES CA 90045 PC FOR GENERAL SUPPORT 30000 INTERMUSIC SF 1446 MARKET ST SAN FRANCISCO CA 94102 PC FOR THE MUSICAL GRANT PROGRAM 50000 JUSTICE OUTSIDE 436 14TH STREET SUITE 1209 OAKLAND CA 94612 PC FOR THE OUTDOOR EDUCATORS INSTITUTE 50000 KITCHEN TABLE ADVISORS 548 MARKET ST PMB 81178 OAKLAND CA 94104 PC TO PROVIDE BUSINESS ADVICE TO SMALL ORGANIC AND REGENERATIVE FARMERS 75000 LEADERSHIP COUNSEL FOR JUSTICE AND ACCOUNTABILITY 2210 SAN JOAQUIN ST FRESNO CA 93721 PC TO ADDRESS HEALTH RISKS FROM WATER AND AIR POLLUTION, AND INDUSTRIAL AGRICULTURE PRACTICES 75000 LEAGUE OF AMERICAN ORCHESTRAS 33 W 60TH STREET 5TH FLOOR NEW YORK NY 10023 PC FOR THE 2022 NATIONAL CONFERENCE IN LOS ANGELES 15000 LEAGUE TO SAVE LAKE TAHOE 2608 LAKE TAHOE BOULEVARD SOUTH LAKE TAHOE CA 96150 PC FOR REGIONAL PLANNING 35000 LUNA DANCE INSTITUTE 1831 SOLANO AVE STE 7788 BERKELEY CA 94707 PC FOR GENERAL SUPPORT OF WORK PROMOTING DANCE EDUCATION 40000 LOS ANGELES CHAMBER ORCHESTRA SOCIETY 510 W 6TH STREET SUITE 1001 LOS ANGELES CA 90014 PC FOR THE BEETHOVEN 9TH PROJECT 25000 MANDELA PARTNERS 1344 7TH STREET OAKLAND CA 94607 PC FOR THE PROJECT, EXPANDING MARKETS FOR MANDELA PARTNERS BIPOC FARMERS NETWORK 75000 MOVEMENT STRATEGY CENTER 1625 CLAY STREET 6TH FLOOR OAKLAND CA 94612 PC FOR EXPANDED FISCAL SPONSORSHIP SERVICES FOR THE NONPROFIT SECTOR 75000 NATUREBRIDGE 1033 FORT CRONKHITE SAUSALITO CA 94965 PC FOR ENVIRONMENTAL EDUCATORS PROFESSIONAL DEVELOPMENT AND EMPLOYMENT MODEL IMPROVEMENTS 40000 NEIGHBORHOOD MUSIC SCHOOL 358 S BOYLE AVE LOS ANGELES CA 90033 PC FOR GENERAL SUPPORT 20000 RESOURCE RENEWAL INSTITUTE 8 BOLINAS 3A FAIRFAX CA 94930 PC FOR FISH IN THE FIELDS 50000 OAKTOWN JAZZ WORKSHOPS PO BOX 3568 OAKLAND CA 94609 PC FOR GENERAL SUPPORT 20000 ONE FOUND SOUND 85 RICHLAND AVE SAN FRANCISCO CA 94110 PC FOR GENERAL SUPPORT 15000 PHILHARMONIA BAROQUE ORCHESTRA & CHORALE 414 MASON STREET SUITE 400 SAN FRANCISCO CA 94102 PC FOR GENERAL SUPPORT 25000 QUINTETO LATINO 185 SEMINARY DRIVE MENLO PARK CA 94025 PC FOR GENERAL SUPPORT 20000 SACRED HEART COMMUNITY SERVICE 1381 SOUTH FIRST STREET SAN JOSE CA 95110 PC FOR LA MESA VERDE PROGRAM 75000 SAN FRANCISCO CHILDREN'S ART CENTER 2 MARINA BLVD FORT MASON CENTER BUI SAN FRANCISCO CA 94123 PC FOR PROFESSIONAL DEVELOPMENT OF TEACHING ARTISTS AND CLASSROOM TEACHES WORKING WITH PRESCHOOL STUDENTS WITH DISABILITIES 20000 SAN FRANCISCO FOUNDATION ONE EMBARCADERO CENTER SUITE 1400 SAN FRANCISCO CA 94111 PC FOR THE CLARENCE E. HELLER CHARITABLE FOUNDATION DONOR ADVISED FUND 292000 SAN FRANCISCO PHILHARMONIC ORCHESTRA 85 RAMONA AVE APT 1 SAN FRANCISCO CA 94103 PC FOR GENERAL SUPPORT 25000 SAN FRANCISCO SYMPHONY DAVIES SYMPHONY HALL 201 VAN NESS AVE SAN FRANCISCO CA 94102 PC FOR GENERAL SUPPORT 40000 SANTA ROSA SYMPHONY ASSOCIATION 50 SANTA ROSA AVE SUITE 410 SANTA ROSA CA 95404 PC FOR THE COMMISSION AND PERFORMANCE OF A PIANO CONCERTO BY COMPOSER ELLEN TAAFFE ZWILICH 25000 SAVE THE MUSIC FOUNDATION PO BOX 2096 NEW YORK NY 10108 PC TO ADVANCE MUSIC EDUCATION ON PAJARO VALLEY UNIFIED SCHOOL DISTRICT 25000 SONOMA VALLEY EDUCATION FOUNDATION PO BOX 493 SONOMA CA 95476 PC FOR CLASSROOM TEACHER AND TEACHING ARTIST PROFESSIONAL DEVELOPMENT AS PART OF THE DUNBAR ELEMENTARY STRATEGIC ARTS PLAN 32250 STAGEWRITE (INTERSECTION FOR THE ARTS) 1446 MARKET STREET SAN FRANCISCO CA 94102 PC FOR TEACHING ARTIST PROFESSIONAL DEVELOPMENT 20000 THE SIERRA FUND 204 PROVIDENCE MINE ROAD SUITE 214 NEVADA CITY CA 95959 PC FOR GENERAL SUPPORT 50000 TULEYOME 622 MAIN STREET SUITE 200 WOODLAND CA 95695 PC FOR TEACHER PROFESSIONAL DEVELOPMENT AT WOODLAND REGIONAL PARK 20000 TURNAROUND ARTS CALIFORNIA 12541 BEATRICE STREET LOS ANGELES CA 90066 PC FOR CLASSROOM TEACHER PROFESSIONAL DEVELOPMENT IN ARTS EDUCATION 30000 URBAN TILTH 323 BROOKSIDE DR RICHMOND CA 94801 PC FOR GENERAL SUPPORT OF PROGRAMS TO BUILD A MORE JUST AND SUSTAINABLE FOOD SYSTEM 75000 YOUTH ORCHESTRA SALINAS 820 PARK ROW 672 SALINAS CA 93901 PC FOR GENERAL SUPPORT 25000 GRANTMAKERS FOR EDUCATION 400 SE 103RD DRIVE 33348 PORTLAND OR 97216 PC DUES FOR PHILANTHROPIC MEMBERSHIPS 1300 GRANTMAKERS IN THE ARTS 522 COURTLANDT AVENUE 1ST FLOOR BRONX NY 10451 PC DUES FOR PHILANTHROPIC MEMBERSHIPS 50 SUSTAINABLE AGRICULTURE & FOOD SYSTEMS 601 E ARRELLAGA ST STE 101 SANTA BARBARA CA 93103 PC DUES FOR PHILANTHROPIC MEMBERSHIPS 7000 NORTHERN CALIFORNIA GRANTMAKERS 160 SPEAR STREET SUITE 360 SAN FRANCISCO CA 94105 PC DUES FOR PHILANTHROPIC MEMBERSHIPS 4500 CLARE ROSE CENTER FOR CREATIVE YOUTH DEVELOPMENT 3105 GOLDSMITH ST SAN DIEGO CA 92106 PC DUES FOR PHILANTHROPIC MEMBERSHIPS 500 NORTHERN CALIFORNIA GRANTMAKERS FOR THE ENVIRONMENTAL EDUCATION FUNDERS COL 160 SPEAR STREET SUITE 360 SAN FRANCISCO CA 94105 PC DUES FOR PHILANTHROPIC MEMBERSHIPS 1130 2946480 HOPE COLLABORATIVE 2000 FRANKLIN STREET THIRD FLOOR OAKLAND CA 94612 PC FOR A PROJECT TO REDUCE INDUSTRIAL POLLUTION AND ITS HEALTH EFFECTS, IMPROVE ACCESS TO HEALTHY FOODS, AND WORK WITH CITY PLANNERS TO IDENTIFY THE HEALTH IMPACTS OF PROPOSED DEVELOPMENT 50000 INSIDE CLIMATE NEWS 16 COURT STREET SUITE 2307 BROOKLYN NY 11241 PC FOR COVERAGE OF KEY ISSUES CONNECTING CLIMATE CHANGE, AGRICULTURE, AND FOOD SYSTEMS 150000 FOOD AND FARM COMMUNICATIONS FUND 1055 BROADWAY BLVD 130 KANSAS CITY MO 64105 PC FOR GENERAL SUPPORT 55000 COMMUNITY ALLIANCE WITH FAMILY FARMERS 36355 RUSSELL BLVD DAVIS CA 95617 PC TO SUPPORT THE ECOLOGICAL FARMING/CLIMATE SMART FARMING PROGRAM 50000 305000 14 21009 523000 2344 18 -2344 INCOME FROM PARTNERSHIP 523000 -119339 14 119339 -116995 138004 0 21009 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 86426 20977 0 55616 SCHEDULE OF CONTROLLED ENTITIES PART VI-A, LINE 11 THE CLARENCE E. HELLER CHARITABLE FOUNDATION OWNS A CONTROLLED ENTITY WITH THE NAME OF CEHCF FUND, LP. THE FUND IS LOCATED AT 115 FEDERAL STREET BOSTON, MA 02110 WITH THE EIN OF 46-2424555. CEHCF FUND, LP FMV 66442592 66442592 QR APAX EUROPE VI FMV 139589 139589 QR DAG II COINVEST FMV 20788 20788 QR DAG III COINVEST FMV 6387 6387 RSP MINERALS FMV 15035 15035 LEGAL FEES 8491 1746 0 6744 LEASE DEPOSIT 16033 510 510 NET UNREALIZED LOSS 11207449 OTHER PORTFOLIO EXP. K-1S 0 744399 0 0 OFFICE EXPENSES 4191 3684 0 507 INSURANCE 17259 2088 0 15171 AFFILIATIONS/SUBSCRIPTIONS 4182 0 0 4182 EQUIPMENT 5069 17 0 5052 TELECOMMUNICATIONS 1253 0 0 1253 CUSTODY FEES 186 186 0 0 OTHER EXPENSES 15136 0 0 15136 EDUCATION & TRAINING 3052 0 0 3052 OIL & GAS INCOME 16444 17035 0 PORTFOLIO INCOME 0 319480 0 OTHER INCOME 4565 0 0 DEFERRED COMPENSATION PLAN 52600 0 DEFERRED TAX LIABILITY 103080 187244 ACCRUED VACATION 38082 40649 INVESTMENT ADVISORY FEES 199814 189805 0 0 CONSULTING FEES 8294 294 0 8000 TAXES 221533 0 0 0