CLARENCE E HELLER CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CLARENCE E HELLER CHARITABLE FOUNDATION (EIN 94-2814266)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202033189349101993
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T14:58:34-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E RANDOLPH STREET STE 5500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942814266 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clarence E Heller Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CEHCF STAFF | InCareOfNm |
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 4159899839 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 MONTGOMERY ST 1970 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE HIRSCH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4159899839 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TARA D'AGOSTINO | PreparerPersonNm |
| PTIN | P01245482 | PTIN |
| Phone | 3126651000 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 127.0.0.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 36104320203185000084 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | ED5E7C93F13A5BC7991A71EE863649614C1C5359 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6FC751E347E30D1F97CC5C7EE1A39B30C660C1AF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $68,626,543 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Net Invst Incm | $1,109,905 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,383,808 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,383,808 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,236 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,287 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,236 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,511,000 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $276,737 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,837 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $262,900 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $270,800 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,586 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $266,214 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $92,235 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,982 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $88,253 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,614 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,098 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,516 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $83,122 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,830 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $58,772 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $214,439 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $204,757 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,682 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,400 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $24,496 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $75,387 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $410 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $172,747 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,081 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $166,666 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,284 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,284 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70,299 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $540,432 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $68,167 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,269,064 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $817,509 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $929,454 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,400,125 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,400,125 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,669,189 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $817,509 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,329,579 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,656,953 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,693,491 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $236,771 | CashBOYAmt |
| Cash EOY | $44,344 | CashEOYAmt |
| Cash EOYFMV | $44,344 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $4,500 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $82,540 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $132,227 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $132,227 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $63,335,560 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $68,433,939 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $68,433,939 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $16,033 | OtherAssetsBOYAmt |
| Other Assets EOY | $16,033 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,033 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $63,675,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,626,543 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $68,626,543 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $49,583 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $36,000 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $63,785 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $167,232 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $113,368 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $203,232 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $63,562,036 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $68,423,311 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $63,562,036 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $68,423,311 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $63,675,404 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $68,626,543 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $63,562,036 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,656,953 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,518,228 | OtherIncreasesAmt |
| Subtotal | $68,423,311 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $68,423,311 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,383,808 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,140,274 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $69,234,139 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045357 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,085,416 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $64,429,174 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047888 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,998,998 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $60,809,587 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049318 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,639,106 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $65,250,286 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055771 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,355,224 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $69,738,596 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048111 | DistributionYr5Rt |
| Total Distribution | 0.246445 | TotalDistributionRt |
| Average Distribution | 0.049289 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $68,502,444 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,376,417 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,935 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,393,352 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,329,579 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,870 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $33,870 | SubtotalAmt |
| Tax Based On Investment Income | $33,870 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $61,974 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $61,974 | TotalPaymentsAndCreditsAmt |
| Overpayment | $28,104 | OverpaymentAmt |
| Applied To ES Tax | $28,104 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CEHCF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CEHCF STAFF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4159899839 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 MONTGOMERY STREET STE 1970 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| Anne Heller Anderson | ||||||||
| 44 MONTGOMERY ST 1970 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Janet H Harckham | ||||||||
| 44 MONTGOMERY ST 1970 | SAN FRANCISCO | CA | 94104 | CHAIR | 1.0 | $0 | $0 | $0 |
| Rolf Lygren | ||||||||
| 44 MONTGOMERY ST 1970 | SAN FRANCISCO | CA | 94104 | Vice-Chair | 1.0 | $0 | $0 | $0 |
| Bruce A Hirsch | ||||||||
| 44 MONTGOMERY ST 1970 | SAN FRANCISCO | CA | 94104 | Executive Director | 38.0 | $276,737 | $45,926 | $0 |
| Katherine Heller | ||||||||
| 44 MONTGOMERY ST 1970 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Emilie Lygren | ||||||||
| 44 MONTGOMERY ST 1970 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Haley Tone | ||||||||
| 44 MONTGOMERY ST 1970 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Nathan Tone | ||||||||
| 44 MONTGOMERY ST 1970 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Mark Salkind | ||||||||
| 44 MONTGOMERY ST 1970 | SAN FRANCISCO | CA | 94104 | Director | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| STAN HUTTON | ||||||||
| 44 MONTGOMERY STREET 1970 | SAN FRANCISCO | CA | 94104 | SR PROGRAM OFFICER | 40.0 | $175,140 | $27,896 | $0 |
| LOURDES MAURICIO | ||||||||
| 44 MONTGOMERY ST 1970 | SAN FRANCISCO | CA | 94104 | OFFICE MANAGER | 38.0 | $91,723 | $30,521 | $0 |
| PAMELA GRISMAN | ||||||||
| 44 MONTGOMERY ST 1970 | SAN FRANCISCO | CA | 94104 | STAFF | 38.0 | $3,938 | $509 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E RANDOLPH STREET STE 5500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | TAX & BOOKKEEPING | ServiceTypeTxt |
| Compensation | $60,350 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $465,748 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $69,079,880 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $69,545,628 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $69,545,628 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,043,184 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $68,502,444 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,425,122 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,425,122 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,870 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $9,968 | IncomeTaxAmt |
| Total Tax | $43,838 | TotalTaxAmt |
| Distributable Before Adj | $3,381,284 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,381,284 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,381,284 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,329,579 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,329,579 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,329,579 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,381,284 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,232,911 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,329,579 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,232,911 | AppliedToYear1Amt |
| Applied To Current Year | $96,668 | 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 |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $3,284,616 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Clarence E Heller Charitable Fdn | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 Montgomery Street Ste 1970 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4159899839 | RecipientPhoneNum |
| Form And Info And Materials | 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ORGANIZATIONS MAY SUBMIT AN LOI AT ANY TIME. ANY DEADLINE DATE MEANS THAT WE WILL CONSIDER THE REQUE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CLARENCE E. HELLER CHARITABLE FDN THE FOUDNATION GIVES PRIORITY TO PROPOSALS FROM CALIFORNIA ORGANZIATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT | AddressLine1Txt |
| City | SEE ATTACHMENT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SEE ATTACHMENT | GrantOrContributionPurposeTxt |
| Amt | $2,400,125 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,400,125 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp | |
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,102 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,102 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| INVESTMENT INCOME FROM PARTNERSHIPS | 523000 | $61,428 | 14 | -$61,428 |
| OIL AND GAS INCOME | 523000 | 14 | $12,236 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $62,530 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$50,294 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,236 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $83,122 | Amt |
| Net Investment Income | $15,830 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $58,772 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARCH VENTURES IV | FMV | ||
| CEHCF FUND, LP | FMV | $67,793,574 | $67,793,574 |
| QR APAX EUROPE VI | FMV | $445,816 | $445,816 |
| QR DAG II COINVEST | FMV | $125,336 | $125,336 |
| QR DAG III COINVEST | FMV | $54,178 | $54,178 |
| RSP MINERALS | FMV | $15,035 | $15,035 |
| SPO HOTEL VI | FMV | $0 | $0 |
| SPO II | FMV | $0 | $0 |
| SPO II - PRIVATE | FMV | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,614 | LegalFeesAmt |
| Net Investment Income | $3,098 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,516 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE DEPOSIT | Desc |
| BOY Book Value | $16,033 | BOYBookValueAmt |
| EOY Book Value | $16,033 | EOYBookValueAmt |
| EOYFMV | $16,033 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PORTFOLIO EXP. K-1S | $538,300 | ||
| OFFICE EXPENSES | $954 | $25,394 | $24,440 |
| INSURANCE | $517 | $16,085 | $15,568 |
| AFFILIATIONS/SUBSCRIPTIONS | $197 | $5,586 | $5,389 |
| TRUSTEE EXPENSES | $14,938 | $14,938 | |
| EQUIPMENT | $34 | $969 | $935 |
| TELECOMMUNICATIONS | $252 | $7,149 | $6,897 |
| CUSTODY FEES | $178 | $178 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OIL AND GAS INCOME | $12,236 | $10,818 |
| PORTFOLIO INCOME | $6,469 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS | Desc |
| Amt | $8,518,228 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED COMPENSATION PLAN | $48,400 | $49,800 |
| DEFERRED TAX LIABILITY | $15,385 | $117,432 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $200,000 | $200,000 | |
| OTHER INVESTMENT MGMT FEES | $4,404 | $4,404 | |
| CONSULTING FEES | $10,035 | $353 | $9,682 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $75,387 | Amt |
| Net Investment Income | $410 | NetInvestmentIncomeAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CEHCF FUND LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 MONTGOMERY STREET STE 1970 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462424555 | EIN |
| Desc | CEHCF FUND, LP is not an excess business holding. | Desc |
| Amt | $0 | Amt |