2025-10-29T10:53:09-05:00 2025-06-30 582487348 Aprio Advisory Group LLC 2002 Summit Boulevard Suite 120 Atlanta GA 30319 990PF 2024-07-01 941676472 Zief Family Foundation Inc ZIEF 6504030403 20 East 20th Avenue San Mateo CA 94403 Dave Curson President 6504030403 2025-10-20 1 1 Stacy Cullen P00974308 4048929651 2025-10-20 2024 2025-03-06 01:10:19Z X 22223104 X X 22621 22621 250256 250256 985503 985503 525559 -6821 104101 0 1251559 1258380 0 0 0 8216 4108 4108 64238 64238 0 29976 0 29976 51950 51950 646034 407994 149112 800414 528290 183196 230000 230000 1030414 528290 413196 221145 730090 39089 1000 1000 1239872 1383609 1383609 2790791 2832614 2928394 4076070 4157393 5197326 1619415 1851331 1847296 1447775 901527 580272 546248 9500000 42998 44334 49779 4932054 3667825 1282156 1264229 1264229 57862 51471 51471 11728525 12132229 22223104 0 0 X 986103 986103 8311859 8311859 2430563 2834267 11728525 12132229 11728525 12132229 11728525 221145 182559 12132229 0 12132229 Schwab 7546 104101 110922 -6821 -6821 -6821 10148 0 10148 0 10148 10400 0 0 0 10400 0 252 252 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 1 0 0 0 1 N/A The Foundation 6504030403 20 East 20th Avenue San Mateo CA 94403 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Curson Dave 20 East 20th Avenue San Mateo CA 94403 President 5.00 0 0 0 Kleinman Joann 20 East 20th Avenue San Mateo CA 94403 Chief Financial Officer 0.50 0 0 0 Gelzayd Reinart 20 East 20th Avenue San Mateo CA 94403 Director 0.50 0 0 0 Weinstein Allison 20 East 20th Avenue San Mateo CA 94403 Secretary 0.50 0 0 0 NONE 0 NONE 0 A principal purpose of the Foundation is to provide housing and facilities for the developmentally disabled by purchasing homes and facilities for the use of Family Housing and Adult Resources - FHAR, a non-profit agency, in its charitable programs. The homes and facilities purchased by the Foundation for this purpose are leased to FHAR on favorable terms at extremely below fair market rental values. The facilities leased to FHAR are long term and may be renewed on such favorable terms. The Foundation also furnishes services and otherwise provides financial and programmatic support to Family Housing and Adult Resources in their charitable purposes to provide support and assistance to individuals that have developmental disabilities. 413196 0 9582556 1341800 9500000 20424356 0 0 20424356 10924356 9500000 475000 X 413196 0 413196 X 0 475000 475000 475000 1425000 0 403750 403750 403750 1211250 413196 409118 403829 417510 1643653 0 0 0 0 0 413196 409118 403829 417510 1643653 0 0 0 0 0 0 1258380 1248948 1438241 1221209 5166778 X Family Housing and Adult Resources Inc 20 East 20th Avenue San Mateo CA 94403 None PC To provide operational funds and improvements to buildings, and to purchase furniture and appliances for housing of the mentally handicapped. 230000 230000 0 14 22621 14 250256 531110 341286 184273 18 -6821 341286 266056 184273 791615 5 Lease money is accumulated to obtain more homes and facilities for the developmentally disabled, and to furnish services, and otherwise provide financial and programmatic support to assist individuals with developmental disabilities. 0 0 0 0 0 0 0 0 0 0 Accounting / Tax Preparation 8216 4108 4108 As part of the function and objectives of the Foundation, cash is accumulated to buy more houses that are used to house mentally handicapped adults and children. Therefore, the cash is deemed to be held for charitable activities. 965 Patricia Street - Building 1988-06-27 221250 221250 SL 27.500000000000 0 0 965 Patricia Street - Land 1988-06-27 73750 L 0 0 2655 Belmont Canyon Road - Building 1988-06-27 600000 600000 SL 27.500000000000 0 0 2655 Belmont Canyon Road - Land 1988-06-27 200000 L 0 0 3600 Sneath Lane - Building 1988-06-27 232500 232500 SL 27.500000000000 0 0 3600 Sneath Lane - Land 1988-06-27 77500 L 0 0 270 Merced - Building 1988-06-27 225000 225000 SL 27.500000000000 0 0 270 Merced - Land 1988-06-27 75000 L 0 0 453 Acacia Avenue - Building 1988-06-27 268357 268357 SL 27.500000000000 0 0 453 Acacia Avenue - Lane 1988-06-27 89452 L 0 0 111 East Paplar - Building 1988-06-27 216723 216723 SL 27.500000000000 0 0 111 East Paplar - Land 1988-06-27 72241 L 0 0 1400 El Camino #120 - Building 1988-06-27 125140 125140 SL 27.500000000000 0 0 1400 El Camino #120 - Land 1988-06-27 41713 L 0 0 1400 El Camino #135 - Building 1988-06-27 149914 149914 SL 27.500000000000 0 0 1400 El Camino #135 - Land 1988-06-27 49971 L 0 0 1444 El Camino #5 - Building 1988-06-27 176920 176920 SL 27.500000000000 0 0 1444 El Camino #5 - Land 1988-06-27 58973 L 0 0 20 E. 20th Ave, San Mateo - Building 1988-06-27 1083673 1083673 SL 27.500000000000 0 0 20 E. 20th Ave, San Mateo - Land 1988-06-27 361224 L 0 0 Improvements 2005-01-01 338673 240146 SL 27.500000000000 12315 12315 Improvements 2008-01-01 16578 11154 SL 27.500000000000 603 603 Personal Property 2008-01-01 30766 30766 SL 5.000000000000 0 0 Improvements 2012-01-01 85465 38850 SL 27.500000000000 3108 3108 Appliances 2012-01-01 6468 6468 SL 5.000000000000 0 0 Improvements 2013-01-01 15050 6291 SL 27.500000000000 547 547 Improvements 2014-01-01 37223 14217 SL 27.500000000000 1354 1354 Appliances 2014-01-01 2529 2529 SL 5.000000000000 0 0 ALUMINUM WINDOWS 1984-05-31 1500 1500 SL 18.000000000000 0 0 IMPROVEMENT - TILE 1986-02-20 1733 1733 SL 19.000000000000 0 0 ROOF 1986-12-30 3700 3503 SL 19.000000000000 0 0 ELEVATOR 1987-08-03 3334 3334 SL 27.500000000000 0 0 IMPROVEMENTS 1987-10-16 1470 1470 SL 27.500000000000 0 0 DOORS 1990-09-21 1600 1576 SL 27.500000000000 0 0 FURNITURE 1993-03-25 965 965 SL 7.000000000000 0 0 FURNACES 1996-06-26 4800 4800 SL 7.000000000000 0 0 CARPET 1996-12-04 1494 1494 SL 7.000000000000 0 0 WINDOWS 1996-08-30 3255 3206 SL 27.500000000000 0 0 ROOF 1997-05-29 19750 19207 SL 27.500000000000 0 0 WINDOWS 1999-08-28 44500 39641 SL 27.500000000000 1618 1618 BUILDING 1973-03-01 303000 303000 SL 25.000000000000 0 0 LAND 1973-03-01 104890 SL 0.000000000000 0 0 FURNITURE 2000-09-13 899 899 SL 7.000000000000 0 0 FURNACE 2001-01-15 1650 1650 SL 7.000000000000 0 0 CARPET 2002-10-11 15000 15000 SL 5.000000000000 0 0 CARPET 2003-03-11 2100 2100 SL 5.000000000000 0 0 CARPET 2003-03-14 2100 2100 SL 5.000000000000 0 0 CARPET 2003-09-24 1205 1205 SL 5.000000000000 0 0 (2) STOVES 2003-11-03 1714 1714 SL 5.000000000000 0 0 CARPET 2003-12-05 1250 1250 SL 5.000000000000 0 0 STOVE 2003-12-20 881 881 SL 5.000000000000 0 0 CARPET 2003-12-31 1246 1246 SL 5.000000000000 0 0 STOVE 2004-01-17 1199 1199 SL 5.000000000000 0 0 REFRIGERATOR 2004-05-05 763 763 SL 5.000000000000 0 0 CARPET 2004-05-25 2249 2249 SL 5.000000000000 0 0 APPLIANCES 2004-06-28 3048 3048 SL 5.000000000000 0 0 CARPET 2004-07-12 2250 2250 SL 5.000000000000 0 0 CARPET 2004-10-08 887 887 SL 5.000000000000 0 0 CARPET 2005-07-25 1596 1596 SL 5.000000000000 0 0 CARPET 2005-09-14 2480 2480 SL 5.000000000000 0 0 IMPROVEMENT 2006-03-02 1104 717 SL 27.500000000000 40 40 IMPROVEMENT 2006-03-30 2010 1308 SL 27.500000000000 73 73 IMPROVEMENT 2006-09-15 2671 1689 SL 27.500000000000 97 97 IMPROVEMENT 2006-10-13 1500 953 SL 27.500000000000 55 55 IMPROVEMENT 2007-03-29 1285 795 SL 27.500000000000 47 47 IMPROVEMENT 2007-04-10 589 354 SL 27.500000000000 21 21 IMPROVEMENT 2007-06-12 1005 617 SL 27.500000000000 37 37 IMPROVEMENT 2007-09-14 5415 3234 SL 27.500000000000 197 197 INTERCOM 2007-06-12 1150 1090 SL 5.000000000000 0 0 CARPET 2007-06-27 2557 2422 SL 5.000000000000 0 0 INTERCOM 2007-07-09 1150 1090 SL 5.000000000000 0 0 MAILBOXES 2007-08-16 1096 1075 SL 5.000000000000 0 0 MAILBOXES 2007-09-21 1572 1569 SL 5.000000000000 0 0 IMPROVEMENTS 2008-12-31 2508 1380 SL 27.500000000000 91 91 PIPING 2008-06-14 4250 2428 SL 27.500000000000 155 155 IMPROVEMENTS 2008-12-08 15877 8751 SL 27.500000000000 577 577 REFRIGERATOR 2008-06-30 1300 1300 SL 5.000000000000 0 0 INTERCOM 2008-07-11 1097 1097 SL 5.000000000000 0 0 STOVE 2008-04-30 1161 1161 SL 5.000000000000 0 0 STOVE 2008-06-14 2430 2430 SL 5.000000000000 0 0 CARPET 2008-06-14 2609 2609 SL 5.000000000000 0 0 IMPROVEMENT 2009-07-01 243250 128990 SL 27.500000000000 8845 8845 IMPROVEMENT 2010-07-01 18240 9006 SL 27.500000000000 663 663 REMODELING 2011-07-01 459314 210167 SL 27.500000000000 16702 16702 IMPROVEMENT 2012-02-01 61547 27043 SL 27.500000000000 2238 2238 REMODELING 2012-02-22 18435 8263 SL 27.500000000000 670 670 REMODELING 2012-01-31 10172 4594 SL 27.500000000000 370 370 OVEN 2012-02-07 1141 571 SL 7.000000000000 0 0 DISHWASHER 2012-02-02 832 416 SL 7.000000000000 0 0 IMPROVEMENTS 2017-01-01 42000 11453 SL 27.500000000000 1527 1527 Schwab - Corporate Bonds 1851331 1847296 Schwab - Corporate Stock 4157393 5197326 2832614 2928394 0 0 965 Patricia Street - Building 221250 221250 0 965 Patricia Street - Land 73750 0 73750 2655 Belmont Canyon Road - Building 600000 600000 0 2655 Belmont Canyon Road - Land 200000 0 200000 3600 Sneath Lane - Building 232500 232500 0 3600 Sneath Lane - Land 77500 0 77500 270 Merced - Building 225000 225000 0 270 Merced - Land 75000 0 75000 453 Acacia Avenue - Building 268357 268357 0 453 Acacia Avenue - Lane 89452 0 89452 111 East Paplar - Building 216723 216723 0 111 East Paplar - Land 72241 0 72241 1400 El Camino #120 - Building 125140 125140 0 1400 El Camino #120 - Land 41713 0 41713 1400 El Camino #135 - Building 149914 149914 0 1400 El Camino #135 - Land 49971 0 49971 1444 El Camino #5 - Building 176920 176920 0 1444 El Camino #5 - Land 58973 0 58973 20 E. 20th Ave, San Mateo - Building 1083673 1083673 0 20 E. 20th Ave, San Mateo - Land 361224 0 361224 Improvements 338673 252461 86212 Improvements 16578 11757 4821 Personal Property 30766 30766 0 Improvements 85465 41958 43507 Appliances 6468 6468 0 Improvements 15050 6838 8212 Improvements 37223 15571 21652 Appliances 2529 2529 0 ALUMINUM WINDOWS 1500 1500 0 IMPROVEMENT - TILE 1733 1733 0 ROOF 3700 3503 197 ELEVATOR 3334 3334 0 IMPROVEMENTS 1470 1470 0 DOORS 1600 1576 24 FURNITURE 965 965 0 FURNACES 4800 4800 0 CARPET 1494 1494 0 WINDOWS 3255 3206 49 ROOF 19750 19207 543 WINDOWS 44500 41259 3241 BUILDING 303000 303000 0 LAND 104890 0 104890 FURNITURE 899 899 0 FURNACE 1650 1650 0 CARPET 15000 15000 0 CARPET 2100 2100 0 CARPET 2100 2100 0 CARPET 1205 1205 0 (2) STOVES 1714 1714 0 CARPET 1250 1250 0 STOVE 881 881 0 CARPET 1246 1246 0 STOVE 1199 1199 0 REFRIGERATOR 763 763 0 CARPET 2249 2249 0 APPLIANCES 3048 3048 0 CARPET 2250 2250 0 CARPET 887 887 0 CARPET 1596 1596 0 CARPET 2480 2480 0 IMPROVEMENT 1104 757 347 IMPROVEMENT 2010 1381 629 IMPROVEMENT 2671 1786 885 IMPROVEMENT 1500 1008 492 IMPROVEMENT 1285 842 443 IMPROVEMENT 589 375 214 IMPROVEMENT 1005 654 351 IMPROVEMENT 5415 3431 1984 INTERCOM 1150 1090 60 CARPET 2557 2422 135 INTERCOM 1150 1090 60 MAILBOXES 1096 1075 21 MAILBOXES 1572 1569 3 IMPROVEMENTS 2508 1471 1037 PIPING 4250 2583 1667 IMPROVEMENTS 15877 9328 6549 REFRIGERATOR 1300 1300 0 INTERCOM 1097 1097 0 STOVE 1161 1161 0 STOVE 2430 2430 0 CARPET 2609 2609 0 IMPROVEMENT 243250 137835 105415 IMPROVEMENT 18240 9669 8571 REMODELING 459314 226869 232445 IMPROVEMENT 61547 29281 32266 REMODELING 18435 8933 9502 REMODELING 10172 4964 5208 OVEN 1141 1141 0 DISHWASHER 832 832 0 IMPROVEMENTS 42000 12980 29020 Franklin Templeton Fund AT COST 44334 49779 Deposits Held by Management Company - Pacific Rental 57862 51471 51471 5001 Insurance - FHAR 30815 0 30815 8000 Environmental cleanup 12500 0 12500 5007 Repairs - FHAR 194725 0 105797 6001 Insurance Exp - Pacific Ave 63090 63090 0 6002 Property Tax Exp - Pacific Ave 115594 115594 0 6003 Professional Fees - Pacific Ave 0 0 0 6004 Materials and Supplies - Pacific Ave 27393 27393 0 6005 Miscellaneous - Pacific Ave 0 0 0 6007 Repairs - Pacific Ave 40261 40261 0 6011 Utilities - Pacific Ave 23309 23309 0 6012 Scavenger Bills - Pacific Ave 14252 14252 0 6013 Telephone - Pacific Ave 3158 3158 0 6014 Deposit Interest Rebate - Pacific Ave 3050 3050 0 6015 Cleaning / Maintenance - Pacific Ave 12750 12750 0 6016 Elevator Service - Pacific Ave 6321 6321 0 6017 Pest Control - Pacific Ave 334 334 0 6018 Management Fees - Pacific Ave 31382 31382 0 6019 Rental Commissions - Pacific Ave 14589 14589 0 6020 Security Deposits - Pacific Ave 4995 4995 0 6023 Monitoring/Alarms 65 65 0 6025 Fire Safety Compliance 41616 41616 0 6028 Gardening/Plants - Pacific Ave 435 435 0 6030 Unit Registration Fee 325 325 0 6031 Mold Remediation Repairs 0 0 0 6032 Rent Board Fee 767 767 0 6033 Vac Prep Repairs/Imp 4273 4273 0 6034 Applicant Screening Fee 35 35 0 Basis adjustment 182559 Investment Management Fees 64238 64238 0 Property Tax - FHAR 23970 0 23970 Federal Excise Tax 5806 0 5806 CA Attorney General Registaration Fee 200 0 200