HEARTHILL FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HEARTHILL FAMILY FOUNDATION (EIN 46-6272983)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202223129349100332
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-08T14:46:09-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205972245 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARGENT WEALTH MANAGEMENT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FIFTH AVENUE | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 466272983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEARTHILL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAR | BusinessNameControlTxt |
| Phone | 6176461612 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2298 PACIFIC AVE NO 7 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN HERSHBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6176461612 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JONATHAN | PersonFirstNm |
| Person Last | HERSHBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD D KAHN | PreparerPersonNm |
| PTIN | P01282610 | PTIN |
| Phone | 7812904900 | PhoneNum |
| Preparation | 2022-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,126,851 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $27 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $256,990 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $254,602 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $628,245 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,650,950 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $628,245 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $888,262 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $882,874 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,047 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,547 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60,019 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60,019 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,366 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,866 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $693,853 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $693,853 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $772,219 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,866 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $693,853 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $116,043 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $806,008 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $906,783 | CashBOYAmt |
| Cash EOY | $968,328 | CashEOYAmt |
| Cash EOYFMV | $968,328 | CashEOYFMVAmt |
| Other Assets BOY | $11,194,628 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,435,407 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,158,523 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,101,411 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,403,735 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,126,851 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,101,411 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,403,735 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,101,411 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,403,735 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,101,411 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,403,735 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,101,411 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $116,043 | ExcessRevenueOverExpensesAmt |
| Other Increases | $186,281 | OtherIncreasesAmt |
| Subtotal | $12,403,735 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,403,735 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB 5423-6435 | P | 2021-01-01 | 2021-12-31 | $121,716 | $105,269 | $16,447 | $16,447 |
| SCHWAB 5423-6435 | P | 2020-01-01 | 2021-12-31 | $220,770 | $131,461 | $89,309 | $89,309 |
| SCHWAB 5423-6435 | P | 2020-01-01 | 2021-12-31 | $11,228 | $2,149 | $9,079 | $9,079 |
| SCHWAB 9321-7623 | P | 2020-01-01 | 2021-12-31 | $116,257 | $90,000 | $26,257 | $26,257 |
| SCHWAB 9321-7623 | P | 2020-01-01 | 2021-12-31 | $632,206 | $404,705 | $227,501 | $227,501 |
| SCHWAB 4066-4502 | P | 2021-01-01 | 2021-12-31 | $170,795 | $118,732 | $52,063 | $52,063 |
| SCHWAB 4066-4502 | P | 2020-01-01 | 2021-12-31 | $239,047 | $165,773 | $73,274 | $73,274 |
| SCHWAB 4066-4502 | P | 2020-01-01 | 2021-12-31 | $15,116 | $4,408 | $10,708 | $10,708 |
| SCHWAB 4066-4502 | P | 2021-01-01 | 2021-12-31 | $70 | $79 | -$9 | -$9 |
| SCHWAB 4066-4502 | P | 2020-01-01 | 2021-12-31 | $64 | $84 | -$20 | -$20 |
| SCHWAB 5423-6435 | P | 2021-01-01 | 2021-12-31 | $31 | $33 | -$2 | -$2 |
| SCHWAB 5423-6435 | P | 2020-01-01 | 2021-12-31 | $8 | $12 | -$4 | -$4 |
| CAPITAL GAINS DIVIDENDS | P | $123,642 | $123,642 | $123,642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $628,245 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,204 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,204 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,204 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,204 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $17,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,704 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,500 | OverpaymentAmt |
| Applied To ES Tax | $13,500 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JONATHAN HERSHBURG | IndividualWithBooksNm |
| Phone | 6176461612 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2298 PACIFIC AVE 7 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JONATHAN HERSHBERG | ||||||||
| 2298 PACIFIC AVE 7 | SAN FRANCISCO | CA | 94115 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARIE-CLAUDE HERSHBERG | ||||||||
| 2298 PACIFIC AVE 7 | SAN FRANCISCO | CA | 94115 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DAVID Y HERSHBERG | ||||||||
| 3985 WOODSIDE ROAD | WOODSIDE | CA | 94062 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,843,797 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $979,888 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,823,685 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,823,685 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $252,355 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,571,330 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $828,567 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $828,567 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,204 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,204 | TotalTaxAmt |
| Distributable Before Adj | $817,363 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $817,363 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $817,363 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $693,853 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $693,853 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $817,363 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $689,597 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $693,853 | QualifyingDistributionsAmt |
| Applied To Year1 | $689,597 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,256 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $813,107 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JONATHAN HERSHBERG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2298 PACIFIC AVE 7 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6179690223 | RecipientPhoneNum |
| Form And Info And Materials | NO FORM FOR APPLICATIONS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 50-50 STARTUPS | |||||||
| 82 ATHERTON ROAD | BROOKLINE | MA | 02446 | NONE | PC | GENERAL FUND | $2,500 |
| ACTIVE 20-30 | |||||||
| 1540 RIVER PARK DRIVE | SACRAMENTO | CA | 95815 | NONE | PC | GENERAL FUND | $500 |
| ASIAN LAW CAUCUS | |||||||
| 55 COLUMBUS AVENUE | SAN FRANCISCI | CA | 94111 | NONE | PC | GENERAL UND | $48,437 |
| CANAL ALLIANCE | |||||||
| 91 LARSPUR STREET | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL FUND | $48,752 |
| CENTRAL AMERICAN RESOURCE CENTER | |||||||
| 1460 COLUMBIA ROAD NW STE C-1 | WASHINGTON | DC | 20009 | NONE | PC | GENERAL FUND | $50,000 |
| CHILDRENS HEALTH COUNCIL | |||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | NONE | PC | GENERAL FUND | $10,000 |
| COMMUNITY GATEPATH | |||||||
| 899 STANTON ROAD | BURLINGAME | CA | 94010 | NONE | PC | GENERAL FUND | $29,790 |
| COMMUNITY INITIATIVES IMMIGRANTS RISING | |||||||
| 201-203 CHURCH AVE | WASHINGTON | DC | 29646 | NONE | PC | GENERAL FUND | $24,219 |
| COMMUNITY INITIATIVES | |||||||
| 201-203 CHURCH AVE | GREENWOOD | SC | 29646 | NONE | PC | GENERAL FUND | $10,000 |
| COMMUNITY MUSIC CENTER | |||||||
| 544 CAPP STREET | SAN FRANCISCI | CA | 94110 | NONE | PC | GENERAL FUND | $9,667 |
| COMPASS FAMILY SERVICES | |||||||
| 49 POWELL STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL FUND | $24,853 |
| FAMILY SERVICE AGENCY (FELTON INST) | |||||||
| 1500 FRANKLIN STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | GENERAL FUND | $48,457 |
| HOMELESS ACTION SONOMA INC | |||||||
| 467 SEBASTOPOL AVENUE | SANTA ROSA | CA | 95401 | NONE | PC | GENERAL FUND | $13,500 |
| JEWISH FAMILY & CHILDREN SERVICES | |||||||
| 2150 POST STREET | SAN FRANCISCI | CA | 94115 | NONE | PC | GENERAL FUND | $48,889 |
| JUST 1 MIKE | |||||||
| PO BOX 1905 | SONOMA | CA | 95476 | NONE | PC | GENERAL FUND | $2,000 |
| LAWYERS COMMITTEE FOR CIVIL RIGHTS | |||||||
| 1500K STREET NW SUITE 900 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL FUND | $9,708 |
| MISSION NEIGHBORHOOD CENTERS | |||||||
| 362 CAPP STREET | SAN FRANCISCI | CA | 94110 | NONE | PC | GENERAL FUND | $24,996 |
| PARENTS HELPING PARENTS | |||||||
| 1400 PARKMOOR AVE SUITE 100 | SAN JOSE | CA | 95126 | NONE | PC | GENERAL FUND | $49,650 |
| PETS LIFELINE | |||||||
| 19686 8TH STREET EAST SUITE 100 | SAN JOSE | CA | 95476 | NONE | PC | GENERAL FUND | $15,000 |
| SAN FRANCISCO FOUNDATION | |||||||
| ONE EMBARCADERO CENTER SUITE 1400 | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL FUND | $10,000 |
| SAN FRANCISCO STATE UNIVERSITY - PROJECT REBOUND | |||||||
| 1600 HOLLOWAY AVENUE | SAN FRANCISCO | CA | 94132 | NONE | PC | GENERAL FUND | $25,000 |
| SCHWAB CHARITABLE | |||||||
| 1958 SUMMIT PARK DRIVE | ORLANDO | FL | 32810 | NONE | PC | GENERAL FUND | $40,000 |
| SONOMA VALLEY EDUCATION FOUNDATION | |||||||
| 17878 RAILROAD AVE | SONOMA | CA | 95476 | NONE | PC | GENERAL FUND | $6,000 |
| SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES | |||||||
| 1663 MISSION STREET SUITE 700 | SAN FRANCISCI | CA | 94103 | NONE | PC | GENERAL FUND | $50,753 |
| SUTTER HEALTH | |||||||
| 3700 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL FUND | $51,029 |
| UPWARDLY GLOBAL | |||||||
| 585 MARKET STREET | SAN FRANCISCI | CA | 94101 | NONE | PC | GENERAL FUND | $15,153 |
| YOUNG WOMEN'S FREEDOM CENTER | |||||||
| 832 FOLSOM ST 700 | SAN FRANCISCO | CA | 94107 | NONE | PC | GENERAL FUND | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $693,853 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $256,990 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $628,245 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $888,262 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $888,262 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION | $13,281 | $13,281 | $0 |
| ADR FEES | $19 | $19 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQUITIES AND MUTUAL FUNDS | Desc |
| BOY Book Value | $11,194,628 | BOYBookValueAmt |
| EOY Book Value | $11,435,407 | EOYBookValueAmt |
| EOYFMV | $16,158,523 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $59,819 | $59,819 | $0 |
| ANNUAL FEES | $125 | $125 | $0 |
| DOJ FEE | $75 | $75 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS TAX REFUND | Desc |
| Revenue And Expenses Per Books | $3,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,000 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX VS. BOOK BASIS ADJUSTMENT | Desc |
| Amt | $186,281 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $1,500 | $0 | $0 |
| FOREIGN TAXES | $3,547 | $3,547 | $0 |
Comments