2019-08-08T14:33:13-07:00 2018-09-30 942989774 Morling & Company 44 Montgomery St Ste 1900 San Francisco CA 94104 990 2017-10-01 800518390 HOBART PRESERVATION FOUNDATION HOBA 4154214100 582 MARKET STREET SUITE 412 SAN FRANCISCO CA 94104 JOHN W ZELLERBACH DIRECTOR/CEO 2018-08-07 true Jerome D Cizek P00089323 4159569500 2017 2019-02-21 02:37:17Z JOHN W ZELLERBACH 4096207 false false X N/A X 2009 CA TO PRESERVE AND MAINTAIN THE HISTORIC HOBART BUILDING, A SAN FRANCISCO LANDMARK 3 0 6 2 0 0 3498194 3941628 1200 6487 48030 148092 3547424 4096207 152264 166567 0 630154 512079 0 0 2645684 2940933 3428102 3619579 119322 476628 26603480 26691893 12816884 12428669 13786596 14263224 TO PRESERVE AND MAINTAIN THE HISTORIC HOBART BUILDING, A SAN FRANCISCO LANDMARK false false 3619579 166567 4096208 MAINTENANCE AND PRESERVATION OF THE HISTORICALLY IMPORTANT HOBART BUILDING, A SAN FRANCISCO LANDMARK 3619579 true false false false false false false false false false true false false false true true false true false false false false false false false false false true false false false false false false false false false false false false false false false false false true true false false false true 16 0 true 6 true false false false false false false false false 0 false false false false false false false false false false X 3 0 false false false false false false false true true false false true true true true false false true false false CA X JOHN ZELLERBACH 4153324335 528 MARKET STREET SUITE 400 SAN FRANCISCO CA 94104 JOHN W ZELLERBACH CEO 29.00 1.00 X 25440 0 0 RUSSELL B LYMAN Secretary 11.50 1.00 X 126801 0 0 SUSAN COOK HOGANSON CFO 2.00 1.00 X 25368 0 0 177609 1 false false false CITY BUILDERS INC 210 N SAN MATEO DRIVE SAN MATEO CA 94401 REPAIRS&IMPROVEMENTS 1226188 TRINITY BUILDING SERVICES 430 N CANAL ST SOUTH SAN FRANCISCO CA 94080 JANITORIAL SERVICE 208423 CORPORATE SECURITY COMPANY THIRD MARKET STREET SUITE 314 SAN FRANCISCO CA 94103 BUILDING SECURITY 141745 SULLIVAN THOMPSON 16 JESSIE STREET STE 209 SAN FRANCISCO CA 94105 EXTERIOR REPAIR 170397 OTIS ELEVATOR 444 SPEAR STREET 100 SAN FRANCISCO CA 94612 ELEVATOR SERVICE 159652 5 0 HOBART BUILDING OPERATION 531390 3941628 3941628 3941628 6487 6487 0 0 0 0 0 0 0 LATE RENT FEE 531390 3474 3474 STORAGE INCOME 531390 23380 23380 TAX PASS-THROUGH 531390 121238 121238 148092 4096207 4096207 X 166567 166567 0 0 0 177609 177609 0 220491 220491 0 101364 101364 12615 12615 0 126775 126775 143257 143257 0 0 0 195887 195887 3094 3094 0 0 0 0 5342 5342 0 0 581387 581387 0 680702 680702 60196 60196 JANITORIAL 611519 611519 UTILITIES 273358 273358 PROPERTY TAX 121024 121024 REPAIRS & MAINTENANCE 86076 86076 52316 52316 3619579 3619579 0 0 3043347 2436636 1001092 445271 0 76730 86207 0 0 0 0 0 27065881 3407537 22438020 23658344 0 0 0 44291 65435 0 26603480 26691893 25178 25178 12432135 12015216 359571 388275 12816884 12428669 X 13786596 14263224 13786596 14263224 26603480 26691893 476628 X X false true X true false X 0 2834869 3056759 3337397 3546224 12775249 0 0 0 2834869 3056759 3337397 3546224 12775249 0 0 12775249 106 20 17680 1200 19006 0 106 20 17680 1200 19006 0 0 2834975 3056779 3355077 3547424 12794255 X 0.00000 0.00000 3953809 3953809 2045874 1325398 720476 7857881 1900373 5957508 176288 152188 24100 13032029 29578 13002451 23658344 ACCRUED EXPENSES 55831 DEFERRED INCOME 45482 DEPOSIT LIABILITIES 286962 388275 X Part X : FIN48 Footnote THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE, SECTION 23701D. THE TRUST IS ALSO EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE SUBSIDIARY IS A SINGLE MEMBER LIMITED LIABILITY COMPANY THAT IS DISREGARDED FOR FEDERAL INCOME TAX PURPOSES. EARNINGS OF THE SUBSIDIARY PASS THROUGH TO THE FOUNDATION. AS THE FOUNDATION IS TAX EXEMPT, IT HAS NOT PROVIDED FOR INCOME TAXES IN THESE FINANCIAL STATEMENTS. THE SUBSIDIARY FILES A SEPARATE STATE TAX RETURN IN CALIFORNIA AND IS SUBJECT TO AN $800 MINIMUM TAX.EACH YEAR, MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITIONS THE FOUNDATION, SUBSIDIARY, AND TRUST HAVE TAKEN ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS THE FOUNDATION, SUBSIDIARY, OR TRUST HAVE TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND, HENCE, DO NOT NEED TO BE MEASURED OR DISCLOSED IN THESE COMBINED FINANCIAL STATEMENTS. true LEVISON-LEVY CHARITABLE TRUST 582 MARKET STREET SUITE 412 SAN FRANCISCO CA 94104 946718486 501(c)(3) 156567 0 UNRESTRICTED SF ARCHITECTURAL 2007 FRANKLIN STREET SAN FRANCISCO CA 94109 237135037 501(c)(3) 10000 0 HAAS-LILIENTHAL HOUSE COMMUNITY EDU 2 0 Additional Supplemental Information PART 1, LINE 2:GRANTS ARE MADE SOLELY TO QUALIFIED IRC SEC. 501(C)(3) ORGANIZATIONS.PART II, LINE 1, COLUMN (H):NAME OF ORGANIZATION OR GOVERNEMNT: SAN FRANCISCO ARCHITECTURAL HERITAGE(H) PURPOSE OF GRANT OR ASSISTANCE: HASS-LILIENTHAL HOUSE - COMMUNITY EDUCATION AND OUTREACH, PRESERVING HISTORIAL ARCHITECTURAL HERITAGE OF SAN FRANCISCO FROM HOBART PERSERVATION FOUNDATION JOHN ZELLERBACH BOARD MEMBER 129966 SCH L, PART IV, BUSI false Schedule L, Part V Supplemental Information SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS THE DISREGARDED ENTITY, NIANTIC HOLDINGS LLC, CONTRACTS WITH BE PROPERTIES FOR SPECIALIZED REAL ESTATE SERVICES AT MARKET PRICES. BE PROPERTIES IS OWNED BY DIRECTOR JOHN ZELLERBACH. BE PROPERTIES WAS PAID $126,632. Form 990, Part VI, Line 11b: Form 990 Review Process NONE Form 990, Part VI, Line 19: Other Organization Documents Publicly Available NONE FORM 990 PART VI, SECTION C, LINE 19: GOVERNING DOCUMENTS, THE CONFLICT OF INTERESTY POLICY, FINANCIAL STATEMENTS, AND FORM 990 ARE PUBLICLY AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G, OTHER FEES: CONSULTING: PROGRAM SERVICE EXPENSES: 122,810MANAGEMENT AND GENERAL EXPENSESFUNDRAISING EXPENSESTOTAL EXPENSES: 122,810LANDSCAPE/PLANT CONTRACT:PROGRAM SERVICE EXPENSES: 13,973MANAGEMENT AND GENERAL EXPENSESFUNDRAISING EXPENSESTOTAL EXPENSES: 13,973ELEVATOR CONTRACT:PROGRAM SERVICE EXPENSES: 41,867MANAGEMENT AND GENERAL EXPENSESFUNDRAISING EXPENSESTOTAL EXPENSES: 41,867SECURITY CONTRACT:PROGRAM SERVICE EXPENSES: 128,037MANAGEMENT AND GENERAL EXPENSESFUNDRAISING EXPENSESTOTAL EXPENSES: 128,037PEST CONTROL CONTRACT:PROGRAM SERVICE EXPENSES: 2,592MANAGEMENT AND GENERAL EXPENSESFUNDRAISING EXPENSESTOTAL EXPENSES: 2,592OTHER PROFESSIONAL SERVICES:PROGRAM SERVICE EXPENSES: 86,136MANAGEMENT AND GENERAL EXPENSESFUNDRAISING EXPENSESTOTAL EXPENSES: 86,136TOTAL OTHER FEES ON FORM 990, PART IX, LINE 11G, COL A 395,235 FORM 990, PART VI, SECTION B, LINE 11: FORM 990, PART VI, SECTION B, LINE 11: FORM 990 IS REVIEWED BY ALL DIRECTORS PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C: BOARD MEMBERS ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO DISCLOSE ANY FINANCIAL TRANSACTIONS THAT ARE IN CLONFLICT WITH THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A: TO ENSURE REASONABLE COMPENSATION STRUCTURE FOR THE HOBART PRESERVATION FOUNDATION AND ITS RELATED ENTITIES, THE ORGANIZATION CONTRACTED WITH AN INDEPENDENT COMPENSATION CONSULTANT. COMPARATIVE ENTITIES, MANAGEMENT STRUCTURES, AND MANAGEMENT RULES WERE REVIEWED TO DETERMINE THE APPROPRIATE LEVELS OF COMPENSATION FOR EACH AFFECTED ROLE. FORM 990, PART XII THE BOARD SELECTS AN INDEPENDENT, CERTIFIED PUBLIC ACCOUNTING FIRM TO CONDUCT THE AUDIT. THERE WAS NO CHANGE IN THE SELECTION PROCESS DURING THE YEAR. NIANTIC HOLDING LLC 582 MARKET STREET SUITE 412 SAN FRANCISCO CA 94104 455157499 REAL ESTATE MANAGEMENT CA 4096207 HOBART PRESERVATION FOUNDATION LEVISON-LEVY CHARITABLE TRUST 582 MARKET STREET SUITE 412 SAN FRANCISCO CA 94104 946718486 PRIVATE FOUNDATION CA 501(C)(3) N/A SELF false false false false false false false false false false false false false false false false false false false false