2021-05-10T15:10:47-05:00 2020-12-31 205972245 ARGENT WEALTH MANAGEMENT LLC 200 FIFTH AVE 7TH FLOOR WALTHAM MA 02451 990PF 2020-01-01 466272983 THE HEARTHILL FAMILY FOUNDATION HEAR 6176461612 2298 PACIFIC AVE NO NO 7 SAN FRANCISCO CA 94115 JONATHAN HERSHBERG TRUSTEE 6176461612 2021-05-10 1 JONATHAN HERSHBERG XXX-XX-XXXX RICHARD D KAHN P01282610 7812904900 2021-05-10 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 15729345 X X 15 15 267585 265476 260832 2571585 260832 528432 526323 0 0 0 24395 24395 0 16327 5327 0 55465 55465 0 96187 85187 0 657857 657857 754044 85187 657857 -225612 441136 1052014 906783 906783 10884353 11194628 14822562 11936367 12101411 15729345 0 0 X 0 0 0 0 11936367 12101411 11936367 12101411 11936367 12101411 11936367 -225612 390656 12101411 0 12101411 SCHWAB 4066-4502 P 2020-01-01 2020-12-31 105829 105732 97 97 SCHWAB 4066-4502 P 2002-01-01 2020-12-31 281585 303850 -22265 -22265 SCHWAB 4066-4502 P 2002-01-01 2020-12-31 70 70 70 SCHWAB 5423-6435 P 2020-01-01 2020-12-31 261120 246624 14496 14496 SCHWAB 5423-6435 P 2020-01-01 2020-12-31 266 266 266 SCHWAB 5423-6435 P 2002-01-01 2020-12-31 346613 258921 87692 87692 SCHWAB 5423-6435 P 2002-01-01 2020-12-31 109 109 109 SCHWAB 9321-7623 P 2020-01-01 2020-12-31 36900 44168 -7268 -7268 SCHWAB 9321-7623 P 2002-01-01 2020-12-31 1438695 1351458 87237 87237 CAPITAL GAINS DIVIDENDS P 100398 100398 100398 260832 6132 0 6132 0 6132 11836 0 0 0 11836 X 0 5704 5704 0 0 0 0 0 0 0 0 0 0 0 0 1 CA MA 1 0 0 0 0 1 N/A JONATHAN HERSHBURG 6176461612 2298 PACIFIC AVE 7 SAN FRANCISCO CA 94115 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 14198078 863828 0 15061906 0 0 15061906 225929 14835977 741799 741799 6132 6132 735667 0 735667 0 735667 657857 0 657857 0 657857 735667 611787 0 0 657857 611787 0 0 46070 0 0 0 0 0 0 0 0 689597 0 0 0 JONATHAN HERSHBERG 2298 PACIFIC AVE 7 SAN FRANCISCO CA 94115 6179690223 NO FORM FOR APPLICATIONS. NONE NONE CHILDRENS HEALTH CONTROL 1001 POTREO AVE SAN FRANCISCI CA 94111 NONE PC GENERAL FUND 10000 SONOMA VALLEY EDUCATION FOUNDATION 17878 RAILROAD AVE SONOMA CA 95476 NONE PC GENERAL FUND 5000 PETS LIFELINE 19686 8TH STREET EAST SUITE 100 SAN JOSE CA 95476 NONE PC GENERAL FUND 15000 CENTRAL AMERICAN RESOURCE CENTER 1460 COLUMBIA ROAD NW STE C-1 WASHINGTON DC 20009 NONE PC GENERAL FUND 50000 YOUNG WOMEN'S FREEDOM CENTER 832 FOLSOM ST 700 SAN FRANCISCO CA 94107 NONE PC GENERAL FUND 25000 COMMUNITY INITIATIVES 201-203 CHURCH AVE GREENWOOD SC 29646 NONE PC GENERAL FUND 10000 SAN FRANCISCO FOUNDATION ONE EMBARCADERO CENTER SUITE 1400 SAN FRANCISCO CA 94111 NONE PC GENERAL FUND 10000 SAN FRANCISCO STATE UNIVERSITY - PROJECT REBOUND 1600 HOLLOWAY AVENUE SAN FRANCISCO CA 94132 NONE PC GENERAL FUND 25000 COMMUNITY INITIATIVES IMMIGRANTS RISING 201-203 CHURCH AVE WASHINGTON DC 29646 NONE PC GENERAL FUND 25852 MISSION NEIGHBORHOOD CENTERS 362 CAPP STREET SAN FRANCISCI CA 94110 NONE PC GENERAL FUND 27819 SUTTER HEALTH 3700 CALIFORNIA STREET SAN FRANCISCO CA 94118 NONE PC GENERAL FUND 49915 COMPASS FAMILY SERVICES 49 POWELL STREET SAN FRANCISCO CA 94102 NONE PC GENERAL FUND 24944 COMMUNITY GATEPATH 350 TWIN DOLPHIN DRIVE SUITE 123 REDWOOD CITY CA 94065 NONE PC GENERAL FUND 29931 CANAL ALLIANCE 91 LARSPUR STREET SAN RAFAEL CA 94901 NONE PC GENERAL FUND 53267 JEWISH FAMILY & CHILDREN SERVICES 2150 POST STREET SAN FRANCISCI CA 94115 NONE PC GENERAL FUND 49885 PARENTS HELPING PARENTS 1400 PARKMOOR AVE SUITE 100 SAN JOSE CA 95126 NONE PC GENERAL FUND 49699 FAMILY SERVICE AGENCY (FELTON INST) 1500 FRANKLIN STREET SAN FRANCISCO CA 94109 NONE PC GENERAL FUND 51141 LAWYERS COMMITTEE FOR CIVIL RIGHTS 1500K STREET NW SUITE 900 WASHINGTON DC 20005 NONE PC GENERAL FUND 10342 UPWARDLY GLOBAL 585 MARKET STREET SAN FRANCISCI CA 94101 NONE PC GENERAL FUND 15660 ASIAN LAW CAUCUS 55 COLUMBUS AVENUE SAN FRANCISCI CA 94111 NONE PC GENERAL UND 52816 COMMUNITY MUSIC CENTER 544 CAPP STREET SAN FRANCISCI CA 94110 NONE PC GENERAL FUND 11772 SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES 1663 MISSION STREET SUITE 700 SAN FRANCISCI CA 94103 NONE PC GENERAL FUND 53814 WOMEN'S VOICES 2781 24TH STREET SAN FRANCISCI CA 94110 NONE PC GENERAL FUND 1000 657857 0 14 15 14 267585 18 260832 0 528432 0 528432 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 24395 24395 0 EQUITIES AND MUTUAL FUNDS 10884353 11194628 14822562 INVESTMENT FEES 54780 54780 0 ANNUAL FEES 685 685 0 TAX VS. BOOK BASIS ADJUSTMENT 390656 FEDERAL TAX 11000 0 0 FOREIGN TAXES 5327 5327 0