HEARTHILL FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HEARTHILL FAMILY FOUNDATION (EIN 46-6272983)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-08
- IRS object ID
- 201923129349100907
- Schema version
- 2018v3.1
- 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
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-08T11:11:02-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MONTGOMERY STREET SUITE 1700 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 6179690223 | 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 | 6179690223 | PhoneNum |
| Signature | 2019-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN H BOULTBEE | PreparerPersonNm |
| PTIN | P01228676 | PTIN |
| Phone | 4154326200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.124.51.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-07 | IPDt |
| IP Tm | 11:31:56 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AA9DB63C136AC274D963BD27DE182BF1DD83B99E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,956,892 | 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 | $75 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $75 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $268,656 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $268,656 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $314,394 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,291,656 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $314,394 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $583,125 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $583,125 | 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 | $19,157 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,579 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,578 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $69,388 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,320 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,068 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,637 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,637 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $94,182 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,536 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,646 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $720,764 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $720,764 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $814,946 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,536 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $733,410 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$231,821 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $501,589 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,019,566 | CashBOYAmt |
| Cash EOY | $1,404,197 | CashEOYAmt |
| Cash EOYFMV | $1,404,197 | CashEOYFMVAmt |
| Other Investments BOY | $9,322,586 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,140,562 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,552,695 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,342,152 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,544,759 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,956,892 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $10,342,152 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,544,759 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,342,152 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,544,759 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,342,152 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,544,759 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,342,152 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$231,821 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,434,428 | OtherIncreasesAmt |
| Subtotal | $11,544,759 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,544,759 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SCHWAB #4502 | $107,421 | $95,431 | $11,990 | $11,990 | |
| PUBLICLY TRADED SECURITIES - SCHWAB #4502 | $205,036 | $147,236 | $57,800 | $57,800 | |
| PUBLICLY TRADED SECURITIES - SCHWAB #5679 | $96,565 | $96,545 | $20 | $20 | |
| PUBLICLY TRADED SECURITIES - SCHWAB #5679 | $186,708 | $215,927 | -$29,219 | -$29,219 | |
| PUBLICLY TRADED SECURITIES - SCHWAB #6435 | $125,041 | $121,021 | $4,020 | $4,020 | |
| PUBLICLY TRADED SECURITIES - SCHWAB #6435 | $290,014 | $227,521 | $62,493 | $62,493 | |
| PUBLICLY TRADED SECURITIES - SCHWAB #7623 | $1,048,318 | $1,073,581 | -$25,263 | -$25,263 | |
| CAPITAL GAINS DIVIDENDS | $232,553 | $232,553 | $232,553 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $314,394 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $377,503 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,480,553 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028004 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $97,285 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,654,495 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.012710 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $64,547 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,750,757 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036868 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $39,445 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,376,603 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.028654 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $809,733 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.106236 | TotalDistributionRt |
| Average Distribution | 0.021247 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,996,570 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $297,385 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,016 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $302,401 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $733,410 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,016 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,016 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,016 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,778 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,778 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,762 | OverpaymentAmt |
| Applied To ES Tax | $9,762 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | 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 HERSHBERG | IndividualWithBooksNm |
| Phone | 6179690223 | 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 | $13,016,329 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,193,387 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,209,716 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,209,716 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $213,146 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,996,570 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $699,829 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $699,829 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,016 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,016 | TotalTaxAmt |
| Distributable Before Adj | $694,813 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $694,813 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $694,813 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $733,410 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $733,410 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,016 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $728,394 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $694,813 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $620,834 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $733,410 | QualifyingDistributionsAmt |
| Applied To Year1 | $620,834 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $112,576 | 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 | $582,237 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMPASS FAMILY SERVICE | |||||||
| 49 POWELL STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL FUND | $23,495 |
| SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES | |||||||
| 1663 MISSION STREET SUITE 700 | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL FUND | $50,289 |
| JEWISH FAMILY & CHILDREN'S SERVICES | |||||||
| 2150 POST STREET | SAN FRANCISCO | CA | 94115 | N/A | PC | GENERAL FUND | $53,674 |
| PARENTS HELPING PARENTS | |||||||
| 1400 PARKMOOR AVE SUITE 100 | SAN JOSE | CA | 95126 | N/A | PC | GENERAL FUND | $53,241 |
| COMMUNITY GATEPATH | |||||||
| 350 TWIN DOLPHIN DRIVE SUITE 123 | REDWOOD CITY | CA | 94065 | N/A | PC | GENERAL FUND | $33,273 |
| SUTTER HEALTH | |||||||
| 3700 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | N/A | PC | GENERAL FUND | $50,261 |
| MISSION NEIGHBORHOOD | |||||||
| 362 CAPP STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | GENERAL FUND | $25,292 |
| FAMILY SERVICE AGENCY OF SAN FRANCISCO | |||||||
| 1500 FRANKLIN STREET | SAN FRANCISCO | CA | 94109 | N/A | PC | GENERAL FUND | $50,585 |
| PETS LIFELINE | |||||||
| 19686 8TH STREET EAST PO BOX 341 | SONOMA | CA | 95476 | N/A | PC | GENERAL FUND | $15,000 |
| CHILDREN'S COUNCIL OF SAN FRANCISCO | |||||||
| 445 CHURCH STREET | SAN FRANCISCO | CA | 94114 | N/A | PC | GENERAL FUND | $10,000 |
| COMMUNITY INITIATIVES | |||||||
| 201-203 CHURCH AVE | GREENWOOD | SC | 29646 | N/A | PC | GENERAL FUND | $23,325 |
| COMMUNITY INITIATIVES (IMMIGRANTS RISING) | |||||||
| 201-203 CHURCH AVE | GREENWOOD | SC | 29646 | N/A | PC | GENERAL FUND | $1,675 |
| COMMUNITY INITIATIVE (MISSION SCIENCE) | |||||||
| 201-203 CHURCH AVE | GREENWOOD | SC | 29646 | N/A | PC | GENERAL FUND | $15,000 |
| SCHWAB CHARITABLE | |||||||
| PO BOX 628298 | ORLANDO | FL | 32862 | N/A | PC | GENERAL FUND | $80,654 |
| CANAL ALLIANCE | |||||||
| 91 LARKSPUR STREET | SAN RAFAEL | CA | 94901 | N/A | PC | GENERAL FUND | $46,035 |
| CANAL ALLIANCE | |||||||
| 91 LARKSPUR STREET | SAN RAFAEL | CA | 94901 | N/A | PC | GENERAL FUND | $3,965 |
| UPWARDLY GLOBAL | |||||||
| 582 MARKET STREET SUITE 1207 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL FUND | $14,102 |
| UPWARDLY GLOBAL | |||||||
| 582 MARKET STREET SUITE 1207 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL FUND | $898 |
| ASIAN LAW CAUCUS | |||||||
| 55 COLUMBUS AVENUE | SAN FRANCISCO | CA | 94111 | N/A | PC | GENERAL FUND | $47,483 |
| ASIAN LAW CAUCUS | |||||||
| 55 COLUMBUS AVENUE | SAN FRANCISCO | CA | 94111 | N/A | PC | GENERAL FUND | $2,517 |
| SF STATE UNIVERSITY PROJECT REBOUND | |||||||
| 1600 HOLLOWAY AVENUE | SAN FRANCISCO | CA | 94132 | N/A | GOV | GENERAL FUND | $25,000 |
| CENTER FOR YOUNG WOMEN'S DEVELOPMENT | |||||||
| 832 FOLSOM STREET | SAN FRANCISCO | CA | 94107 | N/A | PC | GENERAL FUND | $25,000 |
| CENTRAL AMERICAN RESOURCE CENTER | |||||||
| 1460 COLUMBIA ROAD NW STE C-1 | WASHINGTON | DC | 20009 | N/A | PC | GENERAL FUND | $50,000 |
| SAN FRANCISCO FOUNDATION | |||||||
| ONE EMBARCADERO CENTER SUITE 1400 | SAN FRANCISCO | CA | 94111 | N/A | PC | GENERAL FUND | $10,000 |
| LAWYERS COMMITTEE FOR CIVIL RIGHTS | |||||||
| 1500 K STREET NW SUITE 900 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL FUND | $9,401 |
| LAWYERS COMMITTEE FOR CIVIL RIGHTS | |||||||
| 1500 K STREET NW SUITE 900 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL FUND | $599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $720,764 | 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 | $75 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $268,656 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $314,394 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $583,125 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $583,125 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISER INVESTMENTS | CategoryTxt |
| Amt | $19,157 | Amt |
| Net Investment Income | $9,579 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,578 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUITIES AND MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $10,140,562 | BookValueAmt |
| EOYFMV | $11,552,695 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX VALUE TO BOOK VALUE ADJUSTMENT | Desc |
| Amt | $1,434,428 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ARGENT WEALTH MANAGEMENT | $42,804 | $42,804 | $0 |
| PARAMETRIC/SCHWAB FEES | $23,516 | $23,516 | $0 |
| HIRSCH & ASSOCIATES | $3,068 | $0 | $3,068 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $5,637 | Amt |
| Net Investment Income | $5,637 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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